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Pathway Financial Advisers, LLC

SEC CIK
0002024152
Latest filing
Jul 30, 2026

SLF holding history

Sun Life Financial Inc in every 13F filed by Pathway Financial Advisers, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q2 2026)
25,721
Value
$2.02M
% of portfolio
0.5%
Quarters held
14
Since Q4 2022
Holdings of SLF by Pathway Financial Advisers, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,721$2.02M0.5%+119+0.5%AddedHolders
Q1 202625,602$1.60M0.5%+1,085+4.4%AddedHolders
Q4 202524,517$1.53M0.4%−270−1.1%ReducedHolders
Q3 202524,787$1.49M0.4%−1,795−6.8%ReducedHolders
Q2 202526,582$1.77M0.6%−400−1.5%ReducedHolders
Q1 202526,982$1.54M0.5%+421+1.6%AddedHolders
Q4 202426,561$1.58M0.5%+609+2.3%AddedHolders
Q3 202425,952$1.51M0.7%+615+2.4%AddedHolders
Q2 202425,337$1.24M0.4%+1,831+7.8%AddedHolders
Q1 202423,506$1.28M0.5%+607+2.7%AddedHolders
Q4 202322,899$1.19M0.5%+1,131+5.2%AddedHolders
Q3 202321,768$1.06M0.4%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202320,614$962.6K0.4%+10,030+94.8%AddedHolders
Q4 202210,584$491.3K0.2%–No prior filingHolders