Evelyn Partners Group Ltd

Position in SLF — Sun Life Financial Inc

CIK 2146944 LONDON, X0

Position in SLF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$71,048

New position

Shares Held

906

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#407

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

Evelyn Partners Group Ltd holds $194,941,927 across 3 Insurance - Diversified names. SLF ranks #2 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	389,406	$194,854,865
2	SLF	Sun Life Financial Inc This page	906	$71,048
3	ACGL	Arch Capital Group Ltd.	165	$16,014

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,048	906	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.