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 Q2	$322K	Sell	4,102 -56	-1%	-$4.03K	0.01%	1020
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 $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

Brighton Jones LLC's SLF Position: Q2 2026 in Review

Brighton Jones LLC reduced its Sun Life Financial (SLF) stake by 1.3% in Q2 2026, selling an estimated $4.03K and leaving 4,102 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1020.

Brighton Jones LLC first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Brighton Jones LLC held 4,102 shares of Sun Life Financial worth $322K as of Q2 2026.
Brighton Jones LLC sold 56 Sun Life Financial shares in Q2 2026, an estimated $4.03K.
Sun Life Financial made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1020 holding.
Brighton Jones LLC first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.