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CBIZ Investment Advisory Services’s Sun Life Financial SLF Stock Holding History

CBIZ Investment Advisory Services’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 		$5.44K Hold
87
– – ﹤0.01% 216
2026
Q1 		$5.44K Buy
+87
New +$5.56K ﹤0.01% 216

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1832 Asset Management
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Bank of Nova Scotia
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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

CBIZ Investment Advisory Services's SLF Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Sun Life Financial (SLF) position steady in Q2 2026 at 87 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

CBIZ Investment Advisory Services first reported a position in SLF in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • CBIZ Investment Advisory Services held 87 shares of Sun Life Financial worth $5.44K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #216 holding.
  • CBIZ Investment Advisory Services first reported a position in Sun Life Financial in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.