SITTNER & NELSON, LLC

Position in SLF — Sun Life Financial Inc

CIK 1846138 EUGENE, OR

Position in SLF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$40,229

+$8,136 QoQ

Shares Held

513

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#426

of 492 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SITTNER & NELSON, LLC holds $4,572,467 across 5 Insurance - Diversified names. SLF ranks #2 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	6	$4,493,100
2	SLF	Sun Life Financial Inc This page	513	$40,229
3	HIG	Hartford Insurance Group, Inc.	200	$26,504
4	AIG	American International Group, Inc.	150	$11,179
5	ACGL	Arch Capital Group Ltd.	15	$1,455

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,229	513	0.0%	Shares	Sole	2026-08-07
2026-03-31	$32,093	513	0.0%	Shares	Sole	2026-05-12
2025-12-31	$32,011	513	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.