Bell Investment Advisors’s Sun Life Financial SLF Stock Holding History

Bell Investment 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	$5.57K	Sell	71 -99	-58%	-$7.12K	﹤0.01%	936
2026 Q1	$10.6K	Hold	170	–	–	﹤0.01%	659
2025 Q4	$10.6K	Sell	170 -50	-23%	-$3.02K	﹤0.01%	675
2025 Q3	$13.2K	Hold	220	–	–	﹤0.01%	543
2025 Q2	$14.6K	Hold	220	–	–	﹤0.01%	533
2025 Q1	$12.6K	Sell	220 -20	-8%	-$1.14K	﹤0.01%	518
2024 Q4	$14.2K	Sell	240 -16	-6%	-$944	﹤0.01%	476
2024 Q3	$14.9K	Hold	256	–	–	﹤0.01%	472
2024 Q2	$12.5K	Buy	256 +109	+74%	+$5.53K	﹤0.01%	527
2024 Q1	$8.02K	Sell	147 -10	-6%	-$529	﹤0.01%	678
2023 Q4	$8.14K	Buy	157 +19	+14%	+$935	﹤0.01%	638
2023 Q3	$6.74K	Buy	138 +6	+5%	+$301	﹤0.01%	664
2023 Q2	$6.88K	Buy	132 +70	+113%	+$3.44K	﹤0.01%	661
2023 Q1	$2.9K	Sell	62 -89	-59%	-$4.29K	﹤0.01%	1061
2022 Q4	$7.01K	Hold	151	–	–	﹤0.01%	644
2022 Q3	$6K	Buy	151 +62	+70%	+$2.78K	﹤0.01%	614
2022 Q2	$4K	Buy	+89	New	+$4.43K	﹤0.01%	846

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

Bell Investment Advisors's SLF Position: Q2 2026 in Review

Bell Investment Advisors reduced its Sun Life Financial (SLF) stake by 58% in Q2 2026, selling an estimated $7.12K and leaving 71 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Bell Investment Advisors first reported a position in SLF in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.9K in Q3 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Bell Investment Advisors held 71 shares of Sun Life Financial worth $5.57K as of Q2 2026.
Bell Investment Advisors sold 99 Sun Life Financial shares in Q2 2026, an estimated $7.12K.
Sun Life Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #936 holding.
Bell Investment Advisors first reported a position in Sun Life Financial in Q2 2022 and has held it in 17 quarters since.
Bell Investment Advisors's Sun Life Financial position peaked at $14.9K in Q3 2024.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.