IEQ CAPITAL, LLC

Position in SLF — Sun Life Financial Inc

CIK 1779789 Foster City, CA

Position in SLF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,918,622

+$604,175 QoQ

Shares Held

24,466

+16.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#172

of 492 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $166,991,502 across 5 Insurance - Diversified names. SLF ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	272,228	$156,425,608
2	AIG	American International Group, Inc.	65,907	$4,912,048
3	PLGO	Pelagos Insurance Capital Ltd	95,814	$2,333,070
4	SLF	Sun Life Financial Inc This page	24,466	$1,918,622
5	AEG	Aegon Ltd.	166,132	$1,402,154

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,918,622	24,466	+16.4%	Shares	Other	2026-08-11
2026-03-31	$1,314,447	21,011	+6.6%	Shares	Other	2026-05-15
2025-12-31	$1,230,153	19,714	+35.4%	Shares	Sole	2026-02-13
2025-09-30	$873,916	14,558	+190.2%	Shares	Sole	2025-11-14
2025-06-30	$333,379	5,017	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$275,248	4,807	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$283,111	4,771	+0.7%	Shares	Sole	2025-02-03
2024-09-30	$274,782	4,736	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$230,204	4,699	+0.9%	Shares	Sole	2024-08-12
2024-03-31	$254,179	4,657	+0.8%	Shares	Sole	2024-05-09
2023-12-31	$239,593	4,620	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$223,552	4,581	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$236,676	4,541	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$210,383	4,505	+0.9%	Shares	Sole	2023-05-02
2022-12-31	$207,358	4,467	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.