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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

SLF holding history

Sun Life Financial Inc in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q2 2026)
59,172
Value
$4.64M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SLF by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,172$4.64M0.1%−4,479−7.0%ReducedHolders
Q1 202663,651$3.98M0.1%−21,659−25.4%ReducedHolders
Q4 202585,310$5.32M0.2%−1,297−1.5%ReducedHolders
Q3 202586,607$5.20M0.2%−437−0.5%ReducedHolders
Q2 202587,044$5.78M0.2%−100.0%ReducedHolders
Q1 202587,054$4.98M0.2%−96−0.1%ReducedHolders
Q4 202487,150$5.17M0.2%+508+0.6%AddedHolders
Q3 202486,642$5.03M0.2%−1,219−1.4%ReducedHolders
Q2 202487,861$4.30M0.2%−1,391−1.6%ReducedHolders
Q1 202489,252$4.87M0.2%+238+0.3%AddedHolders
Q4 202389,014$4.62M0.2%−484−0.5%ReducedHolders
Q3 202389,498$4.37M0.2%−3,304−3.6%ReducedHolders
Q2 202392,802$4.84M0.2%−47,679−33.9%ReducedHolders
Q1 2023140,481$6.56M0.3%+5,788+4.3%AddedHolders
Q4 2022134,693$6.25M0.3%+61,396+83.8%AddedHolders
Q3 202273,297$2.91M0.2%+52,732+256.4%AddedHolders
Q2 202220,565$942.0K<0.1%−970−4.5%ReducedHolders
Q1 202221,535$1.20M0.1%+202+0.9%AddedHolders
Q4 202121,333$1.19M0.1%+99+0.5%AddedHolders
Q3 202121,234$1.09M0.1%−577−2.6%ReducedHolders
Q2 202121,811$1.12M0.1%−380−1.7%ReducedHolders
Q1 202122,191$1.12M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.