Bare Financial Services, Inc

Position in SLF — Sun Life Financial Inc

CIK 2009426 GAP, PA

Position in SLF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$21,094

+$11,460 QoQ

Shares Held

269

+74.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#443

of 492 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bare Financial Services, Inc holds $195,869 across 5 Insurance - Diversified names. SLF ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	316	$158,122
2	SLF	Sun Life Financial Inc This page	269	$21,094
3	HIG	Hartford Insurance Group, Inc.	75	$9,938
4	AIG	American International Group, Inc.	81	$6,036
5	ACGL	Arch Capital Group Ltd.	7	$679

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,094	269	+74.7%	Shares	Sole	2026-07-27
2026-03-31	$9,634	154	+24.2%	Shares	Sole	2026-05-14
2025-12-31	$7,737	124	-10.8%	Shares	Sole	2026-02-06
2025-09-30	$8,344	139	+49.5%	Shares	Sole	2025-11-12
2025-06-30	$6,179	93	+151.4%	Shares	Sole	2025-08-13
2025-03-31	$2,118	37	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.