Kestra Advisory Services, LLC

Position in SLF — Sun Life Financial Inc

CIK 1830819 AUSTIN, TX

Position in SLF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,652,701

+$332,936 QoQ

Shares Held

21,075

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#188

of 492 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $248,315,828 across 6 Insurance - Diversified names. SLF ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	474,265	$237,317,463
2	AIG	American International Group, Inc.	65,039	$4,847,356
3	HIG	Hartford Insurance Group, Inc.	16,565	$2,195,193
4	SLF	Sun Life Financial Inc This page	21,075	$1,652,701
5	AEG	Aegon Ltd.	141,781	$1,196,631
6	ACGL	Arch Capital Group Ltd.	11,400	$1,106,484

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,652,701	21,075	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$1,319,765	21,096	+5.0%	Shares	Sole	2026-04-30
2025-12-31	$1,254,177	20,099	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$1,208,103	20,125	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,346,077	20,257	+4.8%	Shares	Sole	2025-08-15
2025-03-31	$1,106,492	19,324	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$1,163,301	19,604	+19.6%	Shares	Sole	2025-02-10
2024-09-30	$951,121	16,393	-8.3%	Shares	Sole	2024-11-13
2024-06-30	$876,235	17,886	+7.1%	Shares	Sole	2024-08-14
2024-03-31	$911,868	16,707	+21.9%	Shares	Sole	2024-05-15
2023-12-31	$710,482	13,700	+4.4%	Shares	Sole	2024-02-14
2023-09-30	$640,207	13,119	+11.4%	Shares	Sole	2023-11-13
2023-06-30	$613,608	11,773	+4.8%	Shares	Sole	2023-08-11
2023-03-31	$524,581	11,233	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$516,747	11,132	-6.9%	Shares	Sole	2023-01-31
2022-09-30	$475,489	11,959	+13.5%	Shares	Sole	2022-11-01
2022-06-30	$482,654	10,536	+2.6%	Shares	Sole	2022-08-12
2022-03-31	$573,429	10,271	-2.6%	Shares	Sole	2022-07-20
2021-12-31	$587,083	10,542	-2.2%	Shares	Sole	2022-07-25
2021-09-30	$554,785	10,783	+1.3%	Shares	Sole	2022-07-25
2021-06-30	$548,746	10,647	+38.3%	Shares	Sole	2022-07-26
2021-03-31	$389,032	7,696	-19.9%	Shares	Sole	2022-07-27
2020-12-31	$427,127	9,607	+6713.5%	Shares	Sole	2022-07-28
2020-09-30	$5,742	141	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.