Benjamin Edwards Inc’s Sun Life Financial SLF Stock Holding History

Benjamin Edwards Inc’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	$398K	Sell	5,075 -151	-3%	-$10.9K	﹤0.01%	1132
2026 Q1	$327K	Buy	5,226 +198	+4%	+$12.7K	﹤0.01%	1133
2025 Q4	$314K	Buy	5,028 +460	+10%	+$27.8K	﹤0.01%	1091
2025 Q3	$274K	Buy	4,568 +26	+0.6%	+$1.56K	﹤0.01%	1135
2025 Q2	$302K	Sell	4,542 -510	-10%	-$31.3K	﹤0.01%	991
2025 Q1	$289K	Buy	5,052 +167	+3%	+$9.52K	﹤0.01%	942
2024 Q4	$290K	Buy	4,885 +1,116	+30%	+$65.9K	﹤0.01%	981
2024 Q3	$219K	Buy	+3,769	New	+$197K	﹤0.01%	1041

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

Benjamin Edwards Inc's SLF Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Sun Life Financial (SLF) stake by 2.9% in Q2 2026, selling an estimated $10.9K and leaving 5,075 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Benjamin Edwards Inc first reported a position in SLF in Q3 2024 and has held it in 8 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Benjamin Edwards Inc held 5,075 shares of Sun Life Financial worth $398K as of Q2 2026.
Benjamin Edwards Inc sold 151 Sun Life Financial shares in Q2 2026, an estimated $10.9K.
Sun Life Financial made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1132 holding.
Benjamin Edwards Inc first reported a position in Sun Life Financial in Q3 2024 and has held it in 8 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.