Baird Financial Group
SLF icon

Baird Financial Group’s Sun Life Financial SLF Stock Holding History

Baird Financial Group’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$555K Buy
7,074
+990
+16% +$71.2K ﹤0.01% 1512
2026
Q1 		$381K Buy
6,084
+1
+0% +$64 ﹤0.01% 1560
2025
Q4 		$380K Sell
6,083
-1
-0% -$60 ﹤0.01% 1562
2025
Q3 		$365K Sell
6,084
-250
-4% -$15K ﹤0.01% 1570
2025
Q2 		$421K Sell
6,334
-1
-0% -$61 ﹤0.01% 1471
2025
Q1 		$363K Buy
6,335
+423
+7% +$24.1K ﹤0.01% 1493
2024
Q4 		$351K Buy
5,912
+250
+4% +$14.8K ﹤0.01% 1504
2024
Q3 		$329K Sell
5,662
-258
-4% -$13.5K ﹤0.01% 1515
2024
Q2 		$290K Buy
5,920
+259
+5% +$13.1K ﹤0.01% 1567
2024
Q1 		$309K Sell
5,661
-1
-0% -$53 ﹤0.01% 1541
2023
Q4 		$294K Hold
5,662
– – ﹤0.01% 1526
2023
Q3 		$276K Buy
5,662
+529
+10% +$26.5K ﹤0.01% 1529
2023
Q2 		$268K Sell
5,133
-100
-2% -$4.91K ﹤0.01% 1539
2023
Q1 		$244K Sell
5,233
-1
-0% -$48 ﹤0.01% 1561
2022
Q4 		$243K Sell
5,234
-224
-4% -$9.91K ﹤0.01% 1534
2022
Q3 		$217K Sell
5,458
-1
-0% -$45 ﹤0.01% 1578
2022
Q2 		$250K Hold
5,459
– – ﹤0.01% 1617
2022
Q1 		$305K Buy
5,459
+1
+0% +$55 ﹤0.01% 1609
2021
Q4 		$304K Sell
5,458
-226
-4% -$12.5K ﹤0.01% 1663
2021
Q3 		$292K Buy
+5,684
New +$292K ﹤0.01% 1678
2015
Q4 		– Sell
-21,640
Closed -$698K – 1277
2015
Q3 		$698K Buy
21,640
+476
+2% +$15.4K 0.01% 819
2015
Q2 		$707K Buy
+21,164
New +$698K 0.01% 859

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baird Financial Group's SLF Position: Q2 2026 in Review

Baird Financial Group increased its Sun Life Financial (SLF) stake by 16% in Q2 2026, buying an estimated $71.2K and bringing the position to 7,074 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Baird Financial Group first reported a position in SLF in Q2 2015 and has held it in 22 quarters since. The position peaked at $707K in Q2 2015. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Baird Financial Group held 7,074 shares of Sun Life Financial worth $555K as of Q2 2026.
  • Baird Financial Group bought 990 Sun Life Financial shares in Q2 2026, an estimated $71.2K.
  • Sun Life Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1512 holding.
  • Baird Financial Group first reported a position in Sun Life Financial in Q2 2015 and has held it in 22 quarters since.
  • Baird Financial Group's Sun Life Financial position peaked at $707K in Q2 2015.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.