Strategic Investment Solutions, Inc. /IL SLF SUN LIFE FINL F

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  9 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported SUN LIFE FINL F (SLF) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows SLF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in SUN LIFE FINL F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SLF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Investment Solutions, Inc. /IL held SLF — position size vs. price
% of Fund (quarterly)    SLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 246 0% 0.00% $19K 2026-07-08 $78.70
2026 Q1 UNCHANGED 246 0% 0.00% $15K 2026-05-01 $71.01
2025 Q4 UNCHANGED 246 0% 0.00% $15K 2026-02-27 $64.36
2025 Q3 UNCHANGED 246 0% 0.00% $15K 2025-12-03 $56.18
2025 Q2 UNCHANGED 246 0% 0.00% $16K 2025-07-16 $60.68
2025 Q1 UNCHANGED 246 0% 0.00% $14K 2025-05-09 $59.78
2024 Q4 UNCHANGED 246 0% 0.00% $15K 2025-02-13 $52.62
2024 Q3 UNCHANGED 246 0% 0.00% $14K 2024-10-23 $53.49
2024 Q2 INITIATED 246 0.00% $12K 2024-08-30 $51.39

FAQ About Strategic Investment Solutions, Inc. /IL and SLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning SLF?

Strategic Investment Solutions, Inc. /IL reported SLF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SLF position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for SLF was 0.00% in 2025 Q2.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 246 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this SLF ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly SLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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