Bare Financial Services’s Sun Life Financial SLF Stock Holding History

Bare Financial Services’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	$21.1K	Buy	269 +115	+75%	+$8.28K	﹤0.01%	253
2026 Q1	$9.63K	Buy	154 +30	+24%	+$1.92K	﹤0.01%	366
2025 Q4	$7.74K	Sell	124 -15	-11%	-$906	﹤0.01%	347
2025 Q3	$8.34K	Buy	139 +46	+49%	+$2.77K	﹤0.01%	293
2025 Q2	$6.18K	Buy	93 +56	+151%	+$3.43K	﹤0.01%	366
2025 Q1	$2.12K	Buy	+37	New	+$2.11K	﹤0.01%	254

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

Bare Financial Services's SLF Position: Q2 2026 in Review

Bare Financial Services increased its Sun Life Financial (SLF) stake by 75% in Q2 2026, buying an estimated $8.28K and bringing the position to 269 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Bare Financial Services first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Bare Financial Services held 269 shares of Sun Life Financial worth $21.1K as of Q2 2026.
Bare Financial Services bought 115 Sun Life Financial shares in Q2 2026, an estimated $8.28K.
Sun Life Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #253 holding.
Bare Financial Services first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.