Position in SLF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$500,946
+$104,316 QoQ
Shares Held
6,388
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#268
of 492 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,006,397 across 6 Insurance - Diversified names. SLF ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
30,767 | $30,362,491 | |
| 2 | SLF |
Sun Life Financial Inc
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|
6,388 | $500,946 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,092 | $409,751 | |
| 4 | AIG |
American International Group, Inc.
|
4,056 | $302,293 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,341 | $227,217 | |
| 6 | AEG |
Aegon Ltd.
|
24,135 | $203,699 |
All Filings in SLF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,946 | 6,388 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $396,630 | 6,340 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $401,419 | 6,433 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $386,052 | 6,431 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $432,788 | 6,513 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $359,535 | 6,279 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $327,438 | 5,518 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $316,092 | 5,448 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $239,708 | 4,893 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $286,272 | 5,245 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $256,032 | 4,937 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $235,655 | 4,829 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $242,827 | 4,659 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||