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Bleakley Financial Group’s Sun Life Financial SLF Stock Holding History

Bleakley Financial Group’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 		$2M Buy
25,510
+3,369
+15% +$242K 0.03% 471
2026
Q1 		$1.39M Buy
22,141
+2,976
+16% +$190K 0.02% 455
2025
Q4 		$1.2M Buy
19,165
+2,008
+12% +$121K 0.02% 440
2025
Q3 		$1.03M Buy
17,157
+1,910
+13% +$115K 0.02% 410
2025
Q2 		$1.01M Buy
15,247
+2,707
+22% +$166K 0.03% 394
2025
Q1 		$718K Buy
12,540
+3,680
+42% +$210K 0.02% 386
2024
Q4 		$526K Buy
+8,860
New +$523K 0.02% 604

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bleakley Financial Group's SLF Position: Q2 2026 in Review

Bleakley Financial Group increased its Sun Life Financial (SLF) stake by 15% in Q2 2026, buying an estimated $242K and bringing the position to 25,510 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #471.

Bleakley Financial Group first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Bleakley Financial Group held 25,510 shares of Sun Life Financial worth $2M as of Q2 2026.
  • Bleakley Financial Group bought 3,369 Sun Life Financial shares in Q2 2026, an estimated $242K.
  • Sun Life Financial made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #471 holding.
  • Bleakley Financial Group first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.