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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
Q2 		$584K Sell
7,450
-1,075
-13% -$77.4K ﹤0.01% 1264
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 $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Pointe Advisors's SLF Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Sun Life Financial (SLF) stake by 13% in Q2 2026, selling an estimated $77.4K and leaving 7,450 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Beacon Pointe Advisors first reported a position in SLF in Q1 2023 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Beacon Pointe Advisors held 7,450 shares of Sun Life Financial worth $584K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,075 Sun Life Financial shares in Q2 2026, an estimated $77.4K.
  • Sun Life Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1264 holding.
  • Beacon Pointe Advisors first reported a position in Sun Life Financial in Q1 2023 and has held it in 13 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.