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BFSG LLC’s Sun Life Financial SLF Stock Holding History

BFSG LLC’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 		$17.6K Hold
225
– – ﹤0.01% 523
2026
Q1 		$14.1K Hold
225
– – ﹤0.01% 531
2025
Q4 		$14K Hold
225
– – ﹤0.01% 517
2025
Q3 		$13.5K Hold
225
– – ﹤0.01% 515
2025
Q2 		$15K Hold
225
– – ﹤0.01% 477
2025
Q1 		$12.9K Hold
225
– – ﹤0.01% 481
2024
Q4 		$13.4K Hold
225
– – ﹤0.01% 481
2024
Q3 		$13.1K Hold
225
– – ﹤0.01% 477
2024
Q2 		$11K Hold
225
– – ﹤0.01% 469
2024
Q1 		$12.3K Hold
225
– – ﹤0.01% 478
2023
Q4 		$11.7K Buy
+225
New +$11.1K ﹤0.01% 447

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

BFSG LLC's SLF Position: Q2 2026 in Review

BFSG LLC held its Sun Life Financial (SLF) position steady in Q2 2026 at 225 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

BFSG LLC first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • BFSG LLC held 225 shares of Sun Life Financial worth $17.6K as of Q2 2026.
  • BFSG LLC left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #523 holding.
  • BFSG LLC first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
  • 66 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.