Blue Bell Private Wealth Management’s Sun Life Financial SLF Stock Holding History

Blue Bell Private Wealth Management’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	–	Sell	-187	Closed	-$11.7K	–	751
2026 Q1	$11.7K	Hold	187	–	–	﹤0.01%	554
2025 Q4	$11.7K	Hold	187	–	–	﹤0.01%	537
2025 Q3	$11.2K	Hold	187	–	–	﹤0.01%	540
2025 Q2	$12.4K	Hold	187	–	–	﹤0.01%	512
2025 Q1	$10.7K	Hold	187	–	–	﹤0.01%	511
2024 Q4	$11.1K	Hold	187	–	–	﹤0.01%	492
2024 Q3	$10.8K	Hold	187	–	–	﹤0.01%	515
2024 Q2	$9.16K	Hold	187	–	–	﹤0.01%	531
2024 Q1	$10.2K	Hold	187	–	–	﹤0.01%	519
2023 Q4	$9.7K	Hold	187	–	–	﹤0.01%	503
2023 Q3	$9.13K	Hold	187	–	–	﹤0.01%	435
2023 Q2	$9.75K	Hold	187	–	–	﹤0.01%	419
2023 Q1	$8.73K	Hold	187	–	–	﹤0.01%	390
2022 Q4	$8.68K	Hold	187	–	–	﹤0.01%	387
2022 Q3	$7K	Hold	187	–	–	﹤0.01%	426
2022 Q2	$9K	Hold	187	–	–	﹤0.01%	403
2022 Q1	$10K	Hold	187	–	–	﹤0.01%	416
2021 Q4	$10K	Buy	+187	New	+$10.3K	﹤0.01%	406

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

Blue Bell Private Wealth Management's SLF Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 187 shares — an estimated $11.7K sold.

Blue Bell Private Wealth Management first reported a position in SLF in Q4 2021 and held it in 18 quarters. The position peaked at $12.4K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 187 Sun Life Financial shares in Q2 2026, an estimated $11.7K.
Blue Bell Private Wealth Management first reported a position in Sun Life Financial in Q4 2021 and held it in 18 quarters.
Blue Bell Private Wealth Management's Sun Life Financial position peaked at $12.4K in Q2 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.