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
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 $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Baird Financial Group's SLF Position: Q1 2026 in Review

Baird Financial Group increased its Sun Life Financial (SLF) stake by 0.02% in Q1 2026, buying an estimated $64 and bringing the position to 6,084 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Baird Financial Group first reported a position in SLF in Q2 2015 and has held it in 21 quarters since. The position peaked at $707K in Q2 2015. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Baird Financial Group held 6,084 shares of Sun Life Financial worth $381K as of Q1 2026.
  • Baird Financial Group bought 1 Sun Life Financial share in Q1 2026, an estimated $64.
  • Sun Life Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1560 holding.
  • Baird Financial Group first reported a position in Sun Life Financial in Q2 2015 and has held it in 21 quarters since.
  • Baird Financial Group's Sun Life Financial position peaked at $707K in Q2 2015.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.