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Brinker Capital Investments’s Sun Life Financial SLF Stock Holding History

Brinker Capital Investments’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 		$1.94M Buy
24,691
+2,820
+13% +$203K 0.01% 818
2026
Q1 		$1.37M Buy
21,871
+1,670
+8% +$107K 0.01% 946
2025
Q4 		$1.26M Buy
20,201
+1,361
+7% +$82.2K 0.01% 1112
2025
Q3 		$1.13M Buy
18,840
+1,364
+8% +$82K 0.01% 1160
2025
Q2 		$1.16M Buy
17,476
+5,994
+52% +$368K 0.01% 1102
2025
Q1 		$657K Sell
11,482
-281
-2% -$16K 0.01% 1279
2024
Q4 		$698K Buy
11,763
+423
+4% +$25K 0.01% 1220
2024
Q3 		$658K Buy
11,340
+154
+1% +$8.05K 0.01% 1227
2024
Q2 		$548K Sell
11,186
-445
-4% -$22.6K 0.01% 1242
2024
Q1 		$635K Sell
11,631
-198
-2% -$10.5K 0.01% 1175
2023
Q4 		$609K Sell
11,829
-598
-5% -$29.4K 0.01% 1136
2023
Q3 		$606K Sell
12,427
-24
-0.2% -$1.2K 0.01% 1133
2023
Q2 		$649K Sell
12,451
-613
-5% -$30.1K 0.01% 1113
2023
Q1 		$610K Sell
13,064
-561
-4% -$27K 0.01% 1072
2022
Q4 		$632K Buy
13,625
+381
+3% +$16.9K 0.01% 903
2022
Q3 		$527K Buy
13,244
+451
+4% +$20.2K 0.01% 932
2022
Q2 		$586K Buy
12,793
+159
+1% +$7.92K 0.01% 927
2022
Q1 		$705K Sell
12,634
-194
-2% -$10.7K 0.01% 924
2021
Q4 		$714K Buy
12,828
+173
+1% +$9.56K 0.01% 940
2021
Q3 		$652K Hold
12,655
– – 0.01% 901
2021
Q2 		$652K Buy
+12,655
New +$668K 0.01% 955

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

Brinker Capital Investments's SLF Position: Q2 2026 in Review

Brinker Capital Investments increased its Sun Life Financial (SLF) stake by 13% in Q2 2026, buying an estimated $203K and bringing the position to 24,691 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #818.

Brinker Capital Investments first reported a position in SLF in Q2 2021 and has held it in 21 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Brinker Capital Investments held 24,691 shares of Sun Life Financial worth $1.94M as of Q2 2026.
  • Brinker Capital Investments bought 2,820 Sun Life Financial shares in Q2 2026, an estimated $203K.
  • Sun Life Financial made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #818 holding.
  • Brinker Capital Investments first reported a position in Sun Life Financial in Q2 2021 and has held it in 21 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.