Brown Advisory’s Sun Life Financial SLF Stock Holding History

Brown Advisory’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	$851K	Sell	10,855 -1,764	-14%	-$127K	﹤0.01%	960
2026 Q1	$789K	Buy	12,619 +2,051	+19%	+$131K	﹤0.01%	919
2025 Q4	$659K	Buy	10,568 +211	+2%	+$12.7K	﹤0.01%	976
2025 Q3	$622K	Hold	10,357	–	–	﹤0.01%	977
2025 Q2	$688K	Sell	10,357 -147	-1%	-$9.01K	﹤0.01%	904
2025 Q1	$601K	Buy	10,504 +136	+1%	+$7.75K	﹤0.01%	941
2024 Q4	$615K	Buy	10,368 +11	+0.1%	+$649	﹤0.01%	949
2024 Q3	$601K	Buy	10,357 +1,472	+17%	+$76.9K	﹤0.01%	931
2024 Q2	$435K	Sell	8,885 -60	-0.7%	-$3.04K	﹤0.01%	985
2024 Q1	$488K	Buy	8,945 +1,640	+22%	+$86.8K	﹤0.01%	950
2023 Q4	$379K	Hold	7,305	–	–	﹤0.01%	994
2023 Q3	$356K	Hold	7,305	–	–	﹤0.01%	989
2023 Q2	$381K	Hold	7,305	–	–	﹤0.01%	969
2023 Q1	$341K	Buy	+7,305	New	+$352K	﹤0.01%	997
2013 Q4	–	Sell	-7,894	Closed	-$252K	–	971
2013 Q3	$252K	Hold	7,894	–	–	﹤0.01%	751
2013 Q2	$234K	Buy	+7,894	New	+$225K	﹤0.01%	743

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

Brown Advisory's SLF Position: Q2 2026 in Review

Brown Advisory reduced its Sun Life Financial (SLF) stake by 14% in Q2 2026, selling an estimated $127K and leaving 10,855 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Brown Advisory first reported a position in SLF in Q2 2013 and has held it in 16 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Brown Advisory held 10,855 shares of Sun Life Financial worth $851K as of Q2 2026.
Brown Advisory sold 1,764 Sun Life Financial shares in Q2 2026, an estimated $127K.
Sun Life Financial made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #960 holding.
Brown Advisory first reported a position in Sun Life Financial in Q2 2013 and has held it in 16 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.