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AGF Management’s Sun Life Financial SLF Stock Holding History

AGF Management’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 		$84.8M Buy
815,674
+102,735
+14% +$7.39M 0.33% 92
2026
Q1 		$62.1M Buy
712,939
+3,241
+0.5% +$207K 0.28% 103
2025
Q4 		$60.8M Sell
709,698
-194,786
-22% -$11.8M 0.26% 100
2025
Q3 		$70.7M Sell
904,484
-318,164
-26% -$19.1M 0.31% 94
2025
Q2 		$98M Sell
1,222,648
-622,200
-34% -$38.2M 0.44% 69
2025
Q1 		$123M Buy
1,844,848
+869
+0% +$49.5K 0.65% 47
2024
Q4 		$128M Sell
1,843,979
-290,077
-14% -$17.1M 0.63% 45
2024
Q3 		$138M Sell
2,134,056
-379,293
-15% -$19.8M 0.7% 37
2024
Q2 		$136M Buy
2,513,349
+797,901
+47% +$40.5M 0.75% 31
2024
Q1 		$88.1M Buy
1,715,448
+180,160
+12% +$9.53M 0.49% 69
2023
Q4 		$91.8M Buy
1,535,288
+734,549
+92% +$36.1M 0.54% 65
2023
Q3 		$39.1M Sell
800,739
-16,341
-2% -$819K 0.28% 106
2023
Q2 		$42.6M Sell
817,080
-499,024
-38% -$24.5M 0.31% 98
2023
Q1 		$61.5M Buy
1,316,104
+249,846
+23% +$12M 0.42% 82
2022
Q4 		$49.5M Buy
+1,066,258
New +$47.2M 0.36% 84

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

AGF Management's SLF Position: Q2 2026 in Review

AGF Management increased its Sun Life Financial (SLF) stake by 14% in Q2 2026, buying an estimated $7.39M and bringing the position to 815,674 shares worth $84.8M. The position accounts for 0.33% of the portfolio, ranked #92.

AGF Management first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $138M in Q3 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • AGF Management held 815,674 shares of Sun Life Financial worth $84.8M as of Q2 2026.
  • AGF Management bought 102,735 Sun Life Financial shares in Q2 2026, an estimated $7.39M.
  • Sun Life Financial made up 0.33% of AGF Management's portfolio in Q2 2026, its #92 holding.
  • AGF Management first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's Sun Life Financial position peaked at $138M in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.