IEQ CAPITAL, LLC

Position in SLF — Sun Life Financial Inc

CIK 1779789 Foster City, CA

Position in SLF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,314,447

+$84,294 QoQ

Shares Held

21,011

+6.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 22.58340869068583.ToString("F0")% Shared 0.ToString("F0")% None 77.41659130931417.ToString("F0")%

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $155,977,296 across 6 Insurance - Diversified names. SLF ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	303,035	$145,214,371
2	AIG	American International Group, Inc.	50,867	$3,827,741
3	ACGL	Arch Capital Group Ltd.	26,299	$2,524,441
4	PLGO	Pelagos Insurance Capital Ltd	111,352	$2,127,936
5	SLF	Sun Life Financial Inc This page	21,011	$1,314,447
6	AEG	Aegon Ltd.	133,383	$968,360

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.