Position in SLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,368
+$6,344 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $7,998,250 across 6 Insurance - Diversified names. SLF ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10 | $7,488,500 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,573 | $346,795 | |
| 3 | AIG |
American International Group, Inc.
|
1,587 | $118,279 | |
| 4 | SLF |
Sun Life Financial Inc
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|
400 | $31,368 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
310 | $13,224 | |
| 6 | AEG |
Aegon Ltd.
|
10 | $84 |
All Filings in SLF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,368 | 400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,024 | 400 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||