COMMONWEALTH EQUITY SERVICES, LLC

Position in SLF — Sun Life Financial Inc

CIK 312272 WALTHAM, MA

Position in SLF

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$3,329,756

+$26,176 QoQ

Shares Held

53,225

+0.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Mar 31, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $584,512,938 across 6 Insurance - Diversified names. SLF ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,106,935	$530,443,252
2	AIG	American International Group, Inc.	362,443	$27,273,835
3	HIG	Hartford Insurance Group, Inc.	104,118	$14,079,877
4	ACGL	Arch Capital Group Ltd.	92,503	$8,879,362
5	SLF	Sun Life Financial Inc This page	53,225	$3,329,756
6	AEG	Aegon Ltd.	69,815	$506,856

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,329,756	53,225	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$3,303,580	52,942	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$3,201,760	53,336	-6.0%	Shares	Sole	2025-10-22
2025-06-30	$3,770,572	56,743	-2.2%	Shares	Sole	2025-08-06
2025-03-31	$3,320,850	57,996	-2.4%	Shares	Sole	2025-05-09
2024-12-31	$3,525,864	59,418	-1.2%	Shares	Sole	2025-02-10
2024-09-30	$3,488,162	60,120	+1.0%	Shares	Sole	2024-10-18
2024-06-30	$2,916,766	59,538	-1.9%	Shares	Sole	2024-07-31
2024-03-31	$3,311,259	60,668	-0.8%	Shares	Sole	2024-04-29
2023-12-31	$3,170,772	61,141	-2.2%	Shares	Sole	2024-02-06
2023-09-30	$3,052,000	62,541	+8.6%	Shares	Sole	2023-10-23
2023-06-30	$3,000,965	57,578	-0.6%	Shares	Sole	2023-08-10
2023-03-31	$2,704,583	57,914	+5.7%	Shares	Sole	2023-05-11
2022-12-31	$2,544,233	54,809	+4.4%	Shares	Sole	2023-02-07
2022-09-30	$2,087,598	52,505	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$2,391,282	52,200	+7.1%	Shares	Sole	2022-07-19
2022-03-31	$2,720,651	48,731	+5.4%	Shares	Sole	2022-05-04
2021-12-31	$2,574,493	46,229	+1.0%	Shares	Sole	2022-01-31
2021-09-30	$2,355,844	45,789	-0.1%	Shares	Sole	2021-10-29
2021-06-30	$2,361,923	45,827	+5.1%	Shares	Sole	2021-08-11
2021-03-31	$2,203,474	43,590	-6.7%	Shares	Sole	2021-05-04
2020-12-31	$2,076,948	46,715	-2.2%	Shares	Sole	2021-02-11
2020-09-30	$1,944,938	47,752	-0.6%	Shares	Sole	2020-11-05
2020-06-30	$1,765,727	48,047	-4.7%	Shares	Sole	2020-08-12
2020-03-31	$1,618,170	50,426	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.