Skip to main content

BARRETT & COMPANY, INC.

Position in SLF — Sun Life Financial Inc

CIK 887602 PROVIDENCE, RI

Position in SLF

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$7,371
+$1,491 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 492 holders
Holding Since
Sep 2022
16 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, 2026

BARRETT & COMPANY, INC. holds $1,114,483 across 4 Insurance - Diversified names. SLF ranks #3 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SLF
Sun Life Financial Inc
This page
94 $7,371

All Filings in SLF

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,371 94
2026-03-31 $5,880 94
2025-12-31 $5,865 94
2025-09-30 $5,642 94
2025-06-30 $6,246 94
2025-03-31 $5,382 94
2024-12-31 $5,577 94
2024-09-30 $5,453 94
2024-06-30 $4,605 94
2024-03-31 $5,130 94
2023-12-31 $4,874 94
2023-09-30 $4,587 94
2023-06-30 $4,899 94
2023-03-31 $4,389 94
2022-12-31 $4,363 94
2022-09-30 $3,737 94