Ballast Inc’s Sun Life Financial SLF Stock Holding History

Ballast Inc’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	$320K	Hold	4,083	–	–	0.06%	129
2026 Q1	$255K	Hold	4,083	–	–	0.06%	117
2025 Q4	$255K	Hold	4,083	–	–	0.06%	122
2025 Q3	$245K	Hold	4,083	–	–	0.06%	118
2025 Q2	$271K	Hold	4,083	–	–	0.07%	114
2025 Q1	$234K	Hold	4,083	–	–	0.07%	120
2024 Q4	$242K	Hold	4,083	–	–	0.07%	113
2024 Q3	$237K	Hold	4,083	–	–	0.07%	119
2024 Q2	$200K	Hold	4,083	–	–	0.06%	120
2024 Q1	$223K	Hold	4,083	–	–	0.07%	118
2023 Q4	$212K	Buy	+4,083	New	+$201K	0.07%	115
2023 Q3	–	Sell	-4,083	Closed	-$213K	–	117
2023 Q2	$213K	Buy	+4,083	New	+$201K	0.08%	114

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ballast Inc's SLF Position: Q2 2026 in Review

Ballast Inc held its Sun Life Financial (SLF) position steady in Q2 2026 at 4,083 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #129.

Ballast Inc first reported a position in SLF in Q2 2023 and has held it in 12 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Ballast Inc held 4,083 shares of Sun Life Financial worth $320K as of Q2 2026.
Ballast Inc left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.06% of Ballast Inc's portfolio in Q2 2026, its #129 holding.
Ballast Inc first reported a position in Sun Life Financial in Q2 2023 and has held it in 12 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.