Compound Planning, Inc.

Position in SLF — Sun Life Financial Inc

CIK 1978879 NEW YORK, NY

Position in SLF

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$725,463

+$237,496 QoQ

Shares Held

9,251

+18.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#240

of 492 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $33,350,551 across 5 Insurance - Diversified names. SLF ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	61,254	$30,650,888
2	HIG	Hartford Insurance Group, Inc.	7,015	$929,627
3	AIG	American International Group, Inc.	10,218	$761,547
4	SLF	Sun Life Financial Inc This page	9,251	$725,463
5	ACGL	Arch Capital Group Ltd.	2,916	$283,026

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,463	9,251	+18.6%	Shares	Other	2026-08-04
2026-03-31	$487,967	7,800	+34.0%	Shares	Sole	2026-05-14
2025-12-31	$363,168	5,820	+12.9%	Shares	Defined	2026-02-19
2025-09-30	$309,574	5,157	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$342,283	5,151	+27.4%	Shares	Sole	2025-08-14
2024-12-31	$239,911	4,043	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.