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Baird Financial Group, Inc.

Position in SLF — Sun Life Financial Inc

CIK 1648711 MILWAUKEE, WI

Position in SLF

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$554,742
+$174,128 QoQ
Shares Held
7,074
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 492 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 82% Shared 18% None 0%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Baird Financial Group, Inc. holds $1,436,290,310 across 5 Insurance - Diversified names. SLF ranks #5 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SLF
Sun Life Financial Inc
This page
7,074 $554,742

All Filings in SLF

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $554,742 7,074
2026-03-31 $380,614 6,084
2025-12-31 $379,579 6,083
2025-09-30 $365,221 6,084
2025-06-30 $420,893 6,334
2025-03-31 $362,741 6,335
2024-12-31 $350,817 5,912
2024-09-30 $328,508 5,662
2024-06-30 $290,020 5,920
2024-03-31 $308,977 5,661
2023-12-31 $293,630 5,662
2023-09-30 $276,305 5,662
2023-06-30 $267,531 5,133
2023-03-31 $244,381 5,233
2022-12-31 $242,961 5,234
2022-09-30 $217,010 5,458
2022-06-30 $250,076 5,459
2022-03-31 $304,775 5,459
2021-12-31 $303,955 5,458
2021-09-30 $292,440 5,684