Financial Gravity Asset Management, Inc.
Position in SLF — Sun Life Financial Inc
CIK 1741736
Lakeway, TX
Position in SLF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$19,831
+$51 QoQ
Shares Held
317
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $4,447,695 across 5 Insurance - Diversified names. SLF ranks #3 (0.4% of the industry book) .
All Filings in SLF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,831 | 317 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,780 | 317 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,029 | 317 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $55,141 | 963 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $47,177 | 963 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $52,560 | 963 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $49,941 | 963 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $209,066 | 6,023 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $34,659 | 665 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,054 | 665 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||