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Bogart Wealth LLC’s Sun Life Financial SLF Stock Holding History

Bogart Wealth LLC’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 		$314 Hold
4
– – ﹤0.01% 1867
2026
Q1 		$250 Buy
+4
New +$256 ﹤0.01% 1688
2025
Q1 		– Sell
-89
Closed -$5.28K – 1504
2024
Q4 		$5.28K Hold
89
– – ﹤0.01% 870
2024
Q3 		$5.16K Buy
+89
New +$4.65K ﹤0.01% 823

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

Bogart Wealth LLC's SLF Position: Q2 2026 in Review

Bogart Wealth LLC held its Sun Life Financial (SLF) position steady in Q2 2026 at 4 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Bogart Wealth LLC first reported a position in SLF in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.28K in Q4 2024. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Sun Life Financial worth $314 as of Q2 2026.
  • Bogart Wealth LLC left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1867 holding.
  • Bogart Wealth LLC first reported a position in Sun Life Financial in Q3 2024 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Sun Life Financial position peaked at $5.28K in Q4 2024.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.