BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Sun Life Financial SLF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-300	Closed	-$18.8K	–	2542
2026 Q1	$18.8K	Hold	300	–	–	﹤0.01%	1334
2025 Q4	$18.7K	Hold	300	–	–	﹤0.01%	1354
2025 Q3	$18K	Hold	300	–	–	﹤0.01%	1304
2025 Q2	$19.9K	Hold	300	–	–	﹤0.01%	1228
2025 Q1	$17.2K	Hold	300	–	–	﹤0.01%	1285
2024 Q4	$17.8K	Hold	300	–	–	﹤0.01%	1216
2024 Q3	$17.4K	Buy	+300	New	+$15.7K	﹤0.01%	1310

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SLF Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 300 shares — an estimated $18.8K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SLF in Q3 2024 and held it in 7 quarters. The position peaked at $19.9K in Q2 2025. 495 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 300 Sun Life Financial shares in Q2 2026, an estimated $18.8K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Sun Life Financial in Q3 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Sun Life Financial position peaked at $19.9K in Q2 2025.
495 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.