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Franklin Street Advisors’s Sun Life Financial SLF Stock Holding History

Franklin Street Advisors’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 		$249K Sell
3,170
-230
-7% -$16.6K 0.01% 160
2026
Q1 		$213K Sell
3,400
-5,000
-60% -$320K 0.01% 161
2025
Q4 		$524K Hold
8,400
– – 0.03% 106
2025
Q3 		$504K Hold
8,400
– – 0.03% 105
2025
Q2 		$558K Hold
8,400
– – 0.03% 109
2025
Q1 		$481K Hold
8,400
– – 0.03% 107
2024
Q4 		$498K Hold
8,400
– – 0.03% 108
2024
Q3 		$487K Hold
8,400
– – 0.03% 110
2024
Q2 		$412K Buy
+8,400
New +$426K 0.03% 117
2017
Q2 		– Sell
-10,197
Closed -$373K – 161
2017
Q1 		$373K Buy
+10,197
New +$388K 0.07% 120

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Franklin Street Advisors's SLF Position: Q2 2026 in Review

Franklin Street Advisors reduced its Sun Life Financial (SLF) stake by 6.8% in Q2 2026, selling an estimated $16.6K and leaving 3,170 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #160.

Franklin Street Advisors first reported a position in SLF in Q1 2017 and has held it in 10 quarters since. The position peaked at $558K in Q2 2025. 75 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Franklin Street Advisors held 3,170 shares of Sun Life Financial worth $249K as of Q2 2026.
  • Franklin Street Advisors sold 230 Sun Life Financial shares in Q2 2026, an estimated $16.6K.
  • Sun Life Financial made up 0.01% of Franklin Street Advisors's portfolio in Q2 2026, its #160 holding.
  • Franklin Street Advisors first reported a position in Sun Life Financial in Q1 2017 and has held it in 10 quarters since.
  • Franklin Street Advisors's Sun Life Financial position peaked at $558K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.