SUN LIFE FINANCIAL INC · CUSIP 866796105 · CIK 1910852
As of 2026-06-30, KRAEMATON INVESTMENT ADVISORS, INC reported 42.87K SLF (shares), valued at $3.36M, or 2.50% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 0.26%; reported value increased 25.03%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.50% | 42,865 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 2.19% | 42,976 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 2.13% | 42,820 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.20% | 42,873 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 2.68% | 42,777 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.51% | 43,094 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 2.61% | 44,423 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 2.52% | 44,262 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.33% | 46,759 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.56% | 46,638 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.71% | 47,600 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.71% | 47,600 | $2.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 2.56% | 46,638 | $2.55M | Shares decreased 2.02%; reported value increased 3.12%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.33% | 46,759 | $2.29M | Shares increased 0.26%; reported value decreased 10.01%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.52% | 44,262 | $2.57M | Shares decreased 5.34%; reported value increased 12.11%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 2.61% | 44,423 | $2.64M | Shares increased 0.36%; reported value increased 2.65%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 2.51% | 43,094 | $2.47M | Shares decreased 2.99%; reported value decreased 6.39%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 2.68% | 42,777 | $2.84M | Shares decreased 0.74%; reported value increased 15.19%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.20% | 42,873 | $2.57M | Shares increased 0.22%; reported value decreased 9.46%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.13% | 42,820 | $2.67M | Shares decreased 0.12%; reported value increased 3.82%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.19% | 42,976 | $2.69M | Shares increased 0.36%; reported value increased 0.62%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.50% | 42,865 | $3.36M | Shares decreased 0.26%; reported value increased 25.03%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.