Brighton Jones LLC’s Sun Life Financial SLF Stock Holding History

Brighton Jones 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 Q1	$260K	Buy	+4,158	New	+$266K	0.01%	985
2025 Q4	–	Sell	-4,544	Closed	-$273K	–	802
2025 Q3	$273K	Buy	4,544 +413	+10%	+$24.8K	0.01%	844
2025 Q2	$274K	Sell	4,131 -535	-11%	-$32.8K	0.01%	765
2025 Q1	$267K	Buy	4,666 +559	+14%	+$31.9K	0.01%	575
2024 Q4	$244K	Buy	+4,107	New	+$242K	0.01%	587

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Brighton Jones LLC's SLF Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Sun Life Financial (SLF) in Q1 2026: 4,158 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SLF as recently as Q3 2025.

Brighton Jones LLC first reported a position in SLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $274K in Q2 2025. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Brighton Jones LLC held 4,158 shares of Sun Life Financial worth $260K as of Q1 2026.
Sun Life Financial was a new Brighton Jones LLC position in Q1 2026.
Sun Life Financial made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #985 holding.
Brighton Jones LLC first reported a position in Sun Life Financial in Q4 2024 and has held it in 5 quarters since.
Brighton Jones LLC's Sun Life Financial position peaked at $274K in Q2 2025.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.