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 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 $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $112B AUM 31.26% 1-Year Est. Return

Brown Advisory's SLF Position: Q1 2026 in Review

Brown Advisory increased its Sun Life Financial (SLF) stake by 19% in Q1 2026, buying an estimated $131K and bringing the position to 12,619 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Brown Advisory first reported a position in SLF in Q2 2013 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Brown Advisory held 12,619 shares of Sun Life Financial worth $789K as of Q1 2026.
Brown Advisory bought 2,051 Sun Life Financial shares in Q1 2026, an estimated $131K.
Sun Life Financial made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #919 holding.
Brown Advisory first reported a position in Sun Life Financial in Q2 2013 and has held it in 15 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.