Beacon Investment Advisory Services’s Sun Life Financial SLF Stock Holding History

Beacon Investment Advisory 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	$82.3K	Hold	1,050	–	–	﹤0.01%	361
2026 Q1	$65.7K	Buy	+1,050	New	+$67.1K	﹤0.01%	390
2018 Q4	–	Sell	-9,239	Closed	-$367K	–	264
2018 Q3	$367K	Buy	9,239 +534	+6%	+$21.4K	0.04%	196
2018 Q2	$349K	Buy	8,705 +584	+7%	+$24.2K	0.04%	198
2018 Q1	$334K	Buy	8,121 +784	+11%	+$33.1K	0.03%	198
2017 Q4	$303K	Sell	7,337 -2,079	-22%	-$82.9K	0.03%	202
2017 Q3	$375K	Buy	+9,416	New	+$359K	0.03%	205

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

Beacon Investment Advisory Services's SLF Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,050 shares worth $82.3K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Beacon Investment Advisory Services first reported a position in SLF in Q3 2017 and has held it in 7 quarters since. The position peaked at $375K in Q3 2017. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Beacon Investment Advisory Services held 1,050 shares of Sun Life Financial worth $82.3K as of Q2 2026.
Beacon Investment Advisory Services left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #361 holding.
Beacon Investment Advisory Services first reported a position in Sun Life Financial in Q3 2017 and has held it in 7 quarters since.
Beacon Investment Advisory Services's Sun Life Financial position peaked at $375K in Q3 2017.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.