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Atomi Financial Group’s Sun Life Financial SLF Stock Holding History

Atomi Financial 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 		$725K Buy
9,251
+1,451
+19% +$104K 0.02% 611
2026
Q1 		$488K Buy
7,800
+1,980
+34% +$127K 0.02% 721
2025
Q4 		$363K Buy
5,820
+663
+13% +$40.1K 0.01% 833
2025
Q3 		$310K Buy
5,157
+6
+0.1% +$361 0.01% 870
2025
Q2 		$342K Buy
+5,151
New +$316K 0.01% 751
2025
Q1 		– Sell
-4,043
Closed -$240K – 1110
2024
Q4 		$240K Buy
+4,043
New +$239K 0.01% 828

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

Atomi Financial Group's SLF Position: Q2 2026 in Review

Atomi Financial Group increased its Sun Life Financial (SLF) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 9,251 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #611.

Atomi Financial Group first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Atomi Financial Group held 9,251 shares of Sun Life Financial worth $725K as of Q2 2026.
  • Atomi Financial Group bought 1,451 Sun Life Financial shares in Q2 2026, an estimated $104K.
  • Sun Life Financial made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #611 holding.
  • Atomi Financial Group first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.