Prime Capital Investment Advisors, LLC

Position in SLF — Sun Life Financial Inc

CIK 1731446 OVERLAND PARK, KS

Position in SLF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$679,979

+$162,608 QoQ

Shares Held

8,671

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#245

of 492 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $60,413,367 across 5 Insurance - Diversified names. SLF ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	114,081	$58,581,690
2	SLF	Sun Life Financial Inc This page	8,671	$679,979
3	AIG	American International Group, Inc.	5,719	$426,237
4	HIG	Hartford Insurance Group, Inc.	2,836	$375,826
5	AEG	Aegon Ltd.	41,426	$349,635

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,979	8,671	+4.8%	Shares	Sole	2026-08-05
2026-03-31	$517,371	8,270	-0.6%	Shares	Sole	2026-05-08
2025-12-31	$519,105	8,319	+0.9%	Shares	Sole	2026-01-21
2025-09-30	$494,947	8,245	+0.7%	Shares	Sole	2025-11-05
2025-06-30	$544,291	8,191	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$468,959	8,190	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$491,275	8,279	-0.5%	Shares	Sole	2025-02-12
2024-09-30	$482,958	8,324	-5.8%	Shares	Sole	2024-11-05
2024-06-30	$433,071	8,840	-5.3%	Shares	Sole	2024-08-09
2024-03-31	$509,613	9,337	-5.3%	Shares	Sole	2024-05-15
2023-12-31	$511,547	9,864	+0.1%	Shares	Sole	2024-01-24
2023-09-30	$480,680	9,850	-1.9%	Shares	Sole	2023-11-09
2023-06-30	$523,493	10,044	+58.4%	Shares	Sole	2023-08-08
2023-03-31	$296,031	6,339	-25.5%	Shares	Sole	2023-05-05
2022-12-31	$394,941	8,508	+45.3%	Shares	Sole	2023-02-08
2022-09-30	$232,755	5,854	—	Shares	Sole	2022-11-08
No filing history on record for this holder in this stock.