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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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

Birchbrook's SLF Position: Q2 2026 in Review

Birchbrook held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,295 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #106.

Birchbrook first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Birchbrook held 1,295 shares of Sun Life Financial worth $102K as of Q2 2026.
  • Birchbrook left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.05% of Birchbrook's portfolio in Q2 2026, its #106 holding.
  • Birchbrook first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.