AG
SLF icon

Ascent Group’s Sun Life Financial SLF Stock Holding History

Ascent Group’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 		$256K Buy
+3,266
New +$235K 0.01% 703
2025
Q4 		– Sell
-3,337
Closed -$200K – 792
2025
Q3 		$200K Buy
+3,337
New +$201K 0.01% 717

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

Ascent Group's SLF Position: Q2 2026 in Review

Ascent Group opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,266 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Ascent Group previously reported a position in SLF as recently as Q3 2025.

Ascent Group first reported a position in SLF in Q3 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Ascent Group held 3,266 shares of Sun Life Financial worth $256K as of Q2 2026.
  • Sun Life Financial was a new Ascent Group position in Q2 2026.
  • Sun Life Financial made up 0.01% of Ascent Group's portfolio in Q2 2026, its #703 holding.
  • Ascent Group first reported a position in Sun Life Financial in Q3 2025 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.