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 Q2	$7.37K	Hold	94	–	–	﹤0.01%	512
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 $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

Barrett & Company's SLF Position: Q2 2026 in Review

Barrett & Company held its Sun Life Financial (SLF) position steady in Q2 2026 at 94 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Barrett & Company first reported a position in SLF in Q3 2022 and has held it in 16 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Barrett & Company held 94 shares of Sun Life Financial worth $7.37K as of Q2 2026.
Barrett & Company left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #512 holding.
Barrett & Company first reported a position in Sun Life Financial in Q3 2022 and has held it in 16 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.