Evelyn Partners Investment Management LLP
Position in SLF — Sun Life Financial Inc
CIK 2065206
London, X0
Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,186
-$3,892 QoQ
Shares Held
1,026
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $134,968,333 across 3 Insurance - Diversified names. SLF ranks #2 (0.0% of the industry book) .
All Filings in SLF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,186 | 1,026 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,078 | 1,091 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,492 | 1,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,496 | 1,091 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $53,194 | 929 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $58,865 | 992 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||