Birchbrook’s Sun Life Financial SLF Stock Holding History

Birchbrook’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 Q3	$101K	Hold	1,295	–	–	0.05%	103
2026 Q2	$102K	Hold	1,295	–	–	0.05%	106
2026 Q1	$81K	Hold	1,295	–	–	0.04%	111
2025 Q4	$80.8K	Hold	1,295	–	–	0.04%	109
2025 Q3	$77.7K	Hold	1,295	–	–	0.04%	111
2025 Q2	$86.1K	Hold	1,295	–	–	0.05%	107
2025 Q1	$74.2K	Hold	1,295	–	–	0.04%	103
2024 Q4	$76.8K	Hold	1,295	–	–	0.04%	102
2024 Q3	$75.1K	Hold	1,295	–	–	0.04%	103
2024 Q2	$63.4K	Hold	1,295	–	–	0.04%	111
2024 Q1	$70.7K	Hold	1,295	–	–	0.04%	105
2023 Q4	$67.2K	Buy	+1,295	New	+$63.7K	0.04%	105

Other funds holding SLF

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Birchbrook's SLF Position: Q3 2026 in Review

Birchbrook held its Sun Life Financial (SLF) position steady in Q3 2026 at 1,295 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #103.

Birchbrook first reported a position in SLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $102K in Q2 2026. 145 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Birchbrook held 1,295 shares of Sun Life Financial worth $101K as of Q3 2026.
Birchbrook left its Sun Life Financial share count unchanged in Q3 2026.
Sun Life Financial made up 0.05% of Birchbrook's portfolio in Q3 2026, its #103 holding.
Birchbrook first reported a position in Sun Life Financial in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Sun Life Financial position peaked at $102K in Q2 2026.
145 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.