Pinnacle Wealth Planning Services, Inc.
Position in SLF — Sun Life Financial Inc
CIK 1726752
MANSFIELD, OH
Position in SLF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$133,941
+$27,089 QoQ
Shares Held
1,708
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#385
of 492 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $6,177,391 across 7 Insurance - Diversified names. SLF ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,352 | $5,180,037 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,419 | $331,848 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,214 | $293,399 | |
| 4 | AIG |
American International Group, Inc.
|
2,533 | $188,784 | |
| 5 | SLF |
Sun Life Financial Inc
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|
1,708 | $133,941 | |
| 6 | AEG |
Aegon Ltd.
|
5,776 | $48,749 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 |
All Filings in SLF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,941 | 1,708 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $106,852 | 1,708 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $125,673 | 2,014 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $298,396 | 5,143 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,955 | 5,143 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $280,704 | 5,143 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $266,715 | 5,143 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $248,733 | 5,097 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $265,655 | 5,097 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $238,076 | 5,098 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $236,648 | 5,098 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $108,615 | 2,443 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||