AM Investment Strategies’s Sun Life Financial SLF Stock Holding History

AM Investment Strategies’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	$642K	Buy	8,182 +19	+0.2%	+$1.37K	0.12%	64
2026 Q1	$511K	Buy	8,163 +19	+0.2%	+$1.22K	0.11%	69
2025 Q4	$508K	Buy	8,144 +18	+0.2%	+$1.09K	0.11%	75
2025 Q3	$488K	Buy	8,126 +17	+0.2%	+$1.02K	0.11%	76
2025 Q2	$538K	Buy	8,109 +17	+0.2%	+$1.04K	0.13%	71
2025 Q1	$463K	Buy	8,092 +17	+0.2%	+$969	0.11%	72
2024 Q4	$479K	Buy	8,075 +18	+0.2%	+$1.06K	0.12%	72
2024 Q3	$467K	Buy	8,057 +20	+0.2%	+$1.04K	0.11%	71
2024 Q2	$394K	Buy	8,037 +18	+0.2%	+$913	0.1%	77
2024 Q1	$438K	Buy	8,019 +18	+0.2%	+$952	0.11%	75
2023 Q4	$415K	Buy	8,001 +19	+0.2%	+$935	0.12%	71
2023 Q3	$390K	Buy	7,982 +18	+0.2%	+$902	0.13%	63
2023 Q2	$415K	Buy	+7,964	New	+$391K	0.13%	62

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 $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

AM Investment Strategies's SLF Position: Q2 2026 in Review

AM Investment Strategies increased its Sun Life Financial (SLF) stake by 0.23% in Q2 2026, buying an estimated $1.37K and bringing the position to 8,182 shares worth $642K. The position accounts for 0.12% of the portfolio, ranked #64.

AM Investment Strategies first reported a position in SLF in Q2 2023 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

AM Investment Strategies held 8,182 shares of Sun Life Financial worth $642K as of Q2 2026.
AM Investment Strategies bought 19 Sun Life Financial shares in Q2 2026, an estimated $1.37K.
Sun Life Financial made up 0.12% of AM Investment Strategies's portfolio in Q2 2026, its #64 holding.
AM Investment Strategies first reported a position in Sun Life Financial in Q2 2023 and has held it in 13 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.