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J.L. Bainbridge & Co’s Sun Life Financial SLF Stock Holding History

J.L. Bainbridge & Co’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 		$247K Buy
+3,148
New +$227K 0.02% 101
2025
Q3 		– Sell
-3,148
Closed -$209K – 112
2025
Q2 		$209K Buy
+3,148
New +$193K 0.02% 99

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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

J.L. Bainbridge & Co's SLF Position: Q2 2026 in Review

J.L. Bainbridge & Co opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,148 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: J.L. Bainbridge & Co previously reported a position in SLF as recently as Q2 2025.

J.L. Bainbridge & Co first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • J.L. Bainbridge & Co held 3,148 shares of Sun Life Financial worth $247K as of Q2 2026.
  • Sun Life Financial was a new J.L. Bainbridge & Co position in Q2 2026.
  • Sun Life Financial made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #101 holding.
  • J.L. Bainbridge & Co first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.