Abound Wealth Management

Position in SLF — Sun Life Financial Inc

CIK 1950323 FRANKLIN, TN

Position in SLF

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$50,031

+$10,118 QoQ

Shares Held

638

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#418

of 492 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $52,846 across 4 Insurance - Diversified names. SLF ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLF	Sun Life Financial Inc This page	638	$50,031
2	AIG	American International Group, Inc.	18	$1,341
3	HIG	Hartford Insurance Group, Inc.	6	$795
4	ACGL	Arch Capital Group Ltd.	7	$679

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,031	638	0.0%	Shares	Sole	2026-07-10
2026-03-31	$39,913	638	-11.0%	Shares	Sole	2026-04-10
2025-12-31	$44,740	717	-10.2%	Shares	Sole	2026-01-12
2025-09-30	$47,903	798	-8.7%	Shares	Sole	2025-10-10
2025-06-30	$58,077	874	0.0%	Shares	Sole	2025-07-14
2025-03-31	$50,045	874	0.0%	Shares	Sole	2025-04-17
2024-12-31	$51,863	874	-5.4%	Shares	Sole	2025-01-13
2024-09-30	$53,610	924	0.0%	Shares	Sole	2024-11-04
2024-06-30	$45,266	924	-5.9%	Shares	Sole	2024-08-09
2024-03-31	$53,597	982	0.0%	Shares	Sole	2024-08-08
2023-12-31	$50,926	982	-7.5%	Shares	Sole	2024-08-08
2023-09-30	$51,825	1,062	-8.6%	Shares	Sole	2024-08-08
2023-06-30	$60,563	1,162	0.0%	Shares	Sole	2024-08-08
2023-03-31	$54,265	1,162	-8.1%	Shares	Sole	2024-08-07
2022-12-31	$58,721	1,265	0.0%	Shares	Sole	2024-08-07
2022-09-30	$50,296	1,265	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.