Barrett & Company’s Sun Life Financial SLF Stock Holding History

Barrett & Company’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	$5.88K	Hold	94	–	–	﹤0.01%	506
2025 Q4	$5.87K	Hold	94	–	–	﹤0.01%	512
2025 Q3	$5.64K	Hold	94	–	–	﹤0.01%	516
2025 Q2	$6.25K	Hold	94	–	–	﹤0.01%	514
2025 Q1	$5.38K	Hold	94	–	–	﹤0.01%	489
2024 Q4	$5.58K	Hold	94	–	–	﹤0.01%	481
2024 Q3	$5.45K	Hold	94	–	–	﹤0.01%	478
2024 Q2	$4.61K	Hold	94	–	–	﹤0.01%	493
2024 Q1	$5.13K	Hold	94	–	–	﹤0.01%	487
2023 Q4	$4.88K	Hold	94	–	–	﹤0.01%	474
2023 Q3	$4.59K	Hold	94	–	–	﹤0.01%	486
2023 Q2	$4.9K	Hold	94	–	–	﹤0.01%	470
2023 Q1	$4.39K	Hold	94	–	–	﹤0.01%	453
2022 Q4	$4.36K	Hold	94	–	–	﹤0.01%	459
2022 Q3	$4.36K	Buy	+94	New	+$4.21K	﹤0.01%	459

Other funds holding SLF

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Barrett & Company's SLF Position: Q1 2026 in Review

Barrett & Company held its Sun Life Financial (SLF) position steady in Q1 2026 at 94 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Barrett & Company first reported a position in SLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.25K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Barrett & Company held 94 shares of Sun Life Financial worth $5.88K as of Q1 2026.
Barrett & Company left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #506 holding.
Barrett & Company first reported a position in Sun Life Financial in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Sun Life Financial position peaked at $6.25K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.