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Beacon Pointe Advisors’s Sun Life Financial SLF Stock Holding History

Beacon Pointe Advisors’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 		$533K Buy
8,525
+4,661
+121% +$298K ﹤0.01% 1265
2025
Q4 		$241K Buy
+3,864
New +$233K ﹤0.01% 1358
2025
Q3 		– Sell
-6,463
Closed -$429K – 1513
2025
Q2 		$429K Sell
6,463
-1,672
-21% -$103K ﹤0.01% 925
2025
Q1 		$466K Buy
8,135
+1,676
+26% +$95.5K 0.01% 869
2024
Q4 		$383K Buy
6,459
+1,804
+39% +$106K ﹤0.01% 920
2024
Q3 		$270K Sell
4,655
-46
-1% -$2.4K ﹤0.01% 1062
2024
Q2 		$230K Sell
4,701
-1,833
-28% -$93K ﹤0.01% 1142
2024
Q1 		$357K Buy
6,534
+36
+0.6% +$1.9K ﹤0.01% 1045
2023
Q4 		$337K Sell
6,498
-270
-4% -$13.3K ﹤0.01% 1041
2023
Q3 		$330K Buy
6,768
+1,204
+22% +$60.4K ﹤0.01% 1025
2023
Q2 		$290K Sell
5,564
-14
-0.3% -$688 ﹤0.01% 893
2023
Q1 		$260K Buy
+5,578
New +$269K ﹤0.01% 983

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Beacon Pointe Advisors's SLF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Sun Life Financial (SLF) stake by 121% in Q1 2026, buying an estimated $298K and bringing the position to 8,525 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Beacon Pointe Advisors first reported a position in SLF in Q1 2023 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Beacon Pointe Advisors held 8,525 shares of Sun Life Financial worth $533K as of Q1 2026.
  • Beacon Pointe Advisors bought 4,661 Sun Life Financial shares in Q1 2026, an estimated $298K.
  • Sun Life Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1265 holding.
  • Beacon Pointe Advisors first reported a position in Sun Life Financial in Q1 2023 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.