Planning Strategies Inc.

Position in SLF — Sun Life Financial Inc

CIK 2139665 LANCASTER, PA

Position in SLF

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

Position Value

$43,915

New position

Shares Held

560

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#423

of 492 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planning Strategies Inc. holds $915,487 across 5 Insurance - Diversified names. SLF ranks #2 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,720	$860,670
2	SLF	Sun Life Financial Inc This page	560	$43,915
3	AIG	American International Group, Inc.	70	$5,217
4	ACGL	Arch Capital Group Ltd.	34	$3,300
5	HIG	Hartford Insurance Group, Inc.	18	$2,385

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,915	560	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.