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    Managed Account Stocks List

    Symbol Grade Name % Change
    NTRS C Northern Trust Corporation -0.91
    OFG A OFG Bancorp -0.30
    OPY A Oppenheimer Holdings, Inc. Class A (DE) 0.27
    PIPR A Piper Sandler Companies -0.29
    PRI D Primerica, Inc. 0.58
    PUK D Prudential Public Limited Company -0.72
    SWKH B SWK Holdings Corporation -2.47
    SII B Sprott Inc. -0.18
    SLF C Sun Life Financial Inc. 1.29
    UMBF C UMB Financial Corporation 0.08
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    Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
    Related Stock Lists: Asset Management Services Insurance Investment Bank Separately Managed Account Bank Banking Insurance Products Investment Banking Trust Services Advisory Services Asset Management Disability Financial Adviser Financial Products Hedge Funds Income Products Investment Banking Services Investment Product Life Insurance Portfolio Management

    Related ETFs - A few ETFs which own one or more of the above listed Managed Account stocks.

    Symbol Grade Name Weight
    IWC C iShares Microcap ETF 0.01
    VXF C Vanguard Extended Market ETF 0.0
    DFAC B Dimensional U.S. Core Equity 2 ETF 0.0
    DFAT C Dimensional U.S. Targeted Value ETF 0.0
    DFSV B Dimensional US Small Cap Value ETF 0.0
    View all Managed Account ETFs...
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    Compare DFAT to DFSV Compare IWC to DFAT Compare VXF to DFAC

        Managed Account Stocks Recent News

        Date Stock Title
        May 13 SLF Sun Life is now the main health and wellness partner of the Montreal Alliance
        May 13 NTRS Nest appoints Northern Trust as Fund Administrator and Custodian
        May 13 SLF Groundbreaking insurance solution from Sun Life helps remove barriers for Canadians living with diabetes
        May 12 SLF Sun Life Financial Inc. (NYSE:SLF) Q1 2024 Earnings Call Transcript
        May 10 SLF Sun Life Financial Inc. (SLF) Q1 2024 Earnings Call Transcript
        May 10 SLF Sun Life Financial Inc. 2024 Q1 - Results - Earnings Call Presentation
        May 10 SLF Sun Life announces election of directors
        May 10 SLF Sun Life (SLF) Q1 Earnings Miss Estimates, Dividend Hiked
        May 10 SLF Sun Life shares slump with U.S. dental biz recovering only in 2025
        May 10 NTRS The Zacks Analyst Blog Highlights ServiceNow, AECOM, Newmont, Northern Trust and Performance Food
        May 9 SLF Sun Life Financial Q1 earnings, trailing consensus, fall Q/Q, Y/Y
        May 9 SLF Sun Life Financial Reports Lower Q1 Underlying Profit, Raises its Dividend
        May 9 SLF UPDATE 2-Sun Life reports rare earnings miss as US business shows weakness
        May 9 SLF Sun Life reports rare earnings miss as US business shows weakness
        May 9 SLF Sun Life Financial raises quarterly dividend by 3.8% to CAD 0.81/share
        May 9 SLF Sun Life Financial Non-GAAP EPS of C$1.50
        May 9 SLF Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2024
        May 9 SLF Sun Life Reports First Quarter 2024 Results
        May 9 SLF Manulife's strong Asia growth pushes stock to over 15-year high
        May 9 NTRS Buy These 5 Year-to-Date Laggards With Strong Upside Potential
        Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
        Related Stock Lists: Bank Banking Business Loans Casualty Insurance Products Disability Financial Products Health Insurance Health Savings Account Individual Retirement Account Loan Association Online Banking Real Estate Loans Savings And Loan Association Service Banking Offices
        Managed Account

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