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Burney Company’s Sun Life Financial SLF Stock Holding History

Burney Company’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 		$4.64M Sell
59,172
-4,479
-7% -$322K 0.13% 134
2026
Q1 		$3.98M Sell
63,651
-21,659
-25% -$1.38M 0.12% 142
2025
Q4 		$5.32M Sell
85,310
-1,297
-1% -$78.4K 0.17% 130
2025
Q3 		$5.2M Sell
86,607
-437
-0.5% -$26.3K 0.17% 131
2025
Q2 		$5.78M Sell
87,044
-10
-0% -$613 0.2% 113
2025
Q1 		$4.98M Sell
87,054
-96
-0.1% -$5.47K 0.18% 122
2024
Q4 		$5.17M Buy
87,150
+508
+0.6% +$30K 0.18% 120
2024
Q3 		$5.03M Sell
86,642
-1,219
-1% -$63.7K 0.18% 127
2024
Q2 		$4.3M Sell
87,861
-1,391
-2% -$70.6K 0.16% 147
2024
Q1 		$4.87M Buy
89,252
+238
+0.3% +$12.6K 0.19% 136
2023
Q4 		$4.62M Sell
89,014
-484
-0.5% -$23.8K 0.19% 136
2023
Q3 		$4.37M Sell
89,498
-3,304
-4% -$166K 0.2% 130
2023
Q2 		$4.84M Sell
92,802
-47,679
-34% -$2.34M 0.22% 117
2023
Q1 		$6.56M Buy
140,481
+5,788
+4% +$279K 0.32% 85
2022
Q4 		$6.25M Buy
134,693
+61,396
+84% +$2.72M 0.32% 92
2022
Q3 		$2.91M Buy
73,297
+52,732
+256% +$2.36M 0.16% 162
2022
Q2 		$942K Sell
20,565
-970
-5% -$48.3K 0.05% 311
2022
Q1 		$1.2M Buy
21,535
+202
+0.9% +$11.1K 0.06% 304
2021
Q4 		$1.19M Buy
21,333
+99
+0.5% +$5.47K 0.05% 305
2021
Q3 		$1.09M Sell
21,234
-577
-3% -$29.7K 0.05% 293
2021
Q2 		$1.12M Sell
21,811
-380
-2% -$20.1K 0.05% 300
2021
Q1 		$1.12M Buy
22,191
+910
+4% +$44.6K 0.06% 298
2020
Q4 		$946K Sell
21,281
-1,403
-6% -$60.8K 0.05% 294
2020
Q3 		$924K Sell
22,684
-4,754
-17% -$192K 0.06% 285
2020
Q2 		$1.01M Sell
27,438
-1,625
-6% -$55.9K 0.07% 274
2020
Q1 		$933K Buy
29,063
+8,540
+42% +$366K 0.07% 237
2019
Q4 		$935K Buy
20,523
+1,496
+8% +$67.3K 0.05% 279
2019
Q3 		$853K Buy
19,027
+9,591
+102% +$401K 0.05% 278
2019
Q2 		$390K Buy
9,436
+3,070
+48% +$123K 0.02% 355
2019
Q1 		$245K Buy
+6,366
New +$234K 0.02% 408

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company's SLF Position: Q2 2026 in Review

Burney Company reduced its Sun Life Financial (SLF) stake by 7% in Q2 2026, selling an estimated $322K and leaving 59,172 shares worth $4.64M. The position accounts for 0.13% of the portfolio, ranked #134.

Burney Company first reported a position in SLF in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.56M in Q1 2023. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Burney Company held 59,172 shares of Sun Life Financial worth $4.64M as of Q2 2026.
  • Burney Company sold 4,479 Sun Life Financial shares in Q2 2026, an estimated $322K.
  • Sun Life Financial made up 0.13% of Burney Company's portfolio in Q2 2026, its #134 holding.
  • Burney Company first reported a position in Sun Life Financial in Q1 2019 and has held it in 30 quarters since.
  • Burney Company's Sun Life Financial position peaked at $6.56M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.