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Blue Trust Inc’s Sun Life Financial SLF Stock Holding History

Blue Trust Inc’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 		$201K Sell
2,562
-417
-14% -$30K ﹤0.01% 788
2026
Q1 		$186K Buy
2,979
+843
+39% +$53.9K ﹤0.01% 795
2025
Q4 		$133K Hold
2,136
– – ﹤0.01% 937
2025
Q3 		$128K Sell
2,136
-2,205
-51% -$133K ﹤0.01% 967
2025
Q2 		$288K Buy
4,341
+904
+26% +$55.4K ﹤0.01% 643
2025
Q1 		$197K Buy
3,437
+243
+8% +$13.8K ﹤0.01% 724
2024
Q4 		$190K Sell
3,194
-4,467
-58% -$264K ﹤0.01% 679
2024
Q3 		$375K Buy
7,661
+4,237
+124% +$221K ﹤0.01% 576
2024
Q2 		$187K Buy
3,424
+1,259
+58% +$63.9K ﹤0.01% 739
2024
Q1 		$118K Buy
2,165
+46
+2% +$2.43K ﹤0.01% 664
2023
Q4 		$103K Sell
2,119
-399
-16% -$19.6K ﹤0.01% 665
2023
Q3 		$131K Buy
2,518
+521
+26% +$26.1K ﹤0.01% 545
2023
Q2 		$94K Sell
1,997
-432
-18% -$21.2K ﹤0.01% 520
2023
Q1 		$113K Buy
2,429
+1,253
+107% +$60.3K ﹤0.01% 731
2022
Q4 		$47K Sell
1,176
-99
-8% -$4.38K ﹤0.01% 948
2022
Q3 		$58K Buy
1,275
+1,138
+831% +$51K ﹤0.01% 700
2022
Q2 		$8K Buy
+137
New +$6.83K ﹤0.01% 1296

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

Blue Trust Inc's SLF Position: Q2 2026 in Review

Blue Trust Inc reduced its Sun Life Financial (SLF) stake by 14% in Q2 2026, selling an estimated $30K and leaving 2,562 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Blue Trust Inc first reported a position in SLF in Q2 2022 and has held it in 17 quarters since. The position peaked at $375K in Q3 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Blue Trust Inc held 2,562 shares of Sun Life Financial worth $201K as of Q2 2026.
  • Blue Trust Inc sold 417 Sun Life Financial shares in Q2 2026, an estimated $30K.
  • Sun Life Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #788 holding.
  • Blue Trust Inc first reported a position in Sun Life Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Sun Life Financial position peaked at $375K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.