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Ballentine Partners’s Sun Life Financial SLF Stock Holding History

Ballentine Partners’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 		$355K Buy
+4,527
New +$326K ﹤0.01% 708
2025
Q2 		– Sell
-4,599
Closed -$263K – 1059
2025
Q1 		$263K Buy
+4,599
New +$262K ﹤0.01% 675

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Ballentine Partners's SLF Position: Q2 2026 in Review

Ballentine Partners opened a new position in Sun Life Financial (SLF) in Q2 2026: 4,527 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in SLF as recently as Q1 2025.

Ballentine Partners first reported a position in SLF in Q1 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Ballentine Partners held 4,527 shares of Sun Life Financial worth $355K as of Q2 2026.
  • Sun Life Financial was a new Ballentine Partners position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #708 holding.
  • Ballentine Partners first reported a position in Sun Life Financial in Q1 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.