ACTION POINT FINANCIAL PLANNING, LLC
Position in SLF — Sun Life Financial Inc
CIK 2116119
GRAND RAPIDS, MI
Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,744
New position
Shares Held
86
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $4,116,216 across 6 Insurance - Diversified names. SLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
8,020 | $4,013,088 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
327 | $43,329 | |
| 3 | AIG |
American International Group, Inc.
|
456 | $33,978 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
186 | $18,048 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
86 | $6,744 | |
| 6 | AEG |
Aegon Ltd.
|
122 | $1,029 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,744 | 86 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||