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Bridgewater Associates’s Sun Life Financial SLF Stock Holding History

Bridgewater Associates’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 		– Sell
-250,635
Closed -$15.7M – 1157
2026
Q1 		$15.7M Sell
250,635
-55,928
-18% -$3.58M 0.07% 195
2025
Q4 		$19.2M Sell
306,563
-9,882
-3% -$597K 0.07% 219
2025
Q3 		$19M Sell
316,445
-11,257
-3% -$677K 0.07% 210
2025
Q2 		$21.8M Sell
327,702
-74,393
-19% -$4.56M 0.09% 171
2025
Q1 		$23M Buy
402,095
+243,293
+153% +$13.9M 0.11% 163
2024
Q4 		$9.42M Buy
158,802
+139,455
+721% +$8.23M 0.04% 264
2024
Q3 		$1.12M Buy
19,347
+6,081
+46% +$318K 0.01% 584
2024
Q2 		$650K Buy
+13,266
New +$673K ﹤0.01% 723
2020
Q2 		– Sell
-203,879
Closed -$6.48M – 495
2020
Q1 		$6.48M Sell
203,879
-4,055
-2% -$174K 0.13% 46
2019
Q4 		$9.49M Sell
207,934
-3,122
-1% -$140K 0.1% 60
2019
Q3 		$9.44M Hold
211,056
– – 0.08% 105
2019
Q2 		$8.76M Hold
211,056
– – 0.07% 119
2019
Q1 		$8.11M Sell
211,056
-45,739
-18% -$1.68M 0.05% 96
2018
Q4 		$8.52M Sell
256,795
-48,010
-16% -$1.74M 0.08% 124
2018
Q3 		$12.1M Buy
304,805
+42,285
+16% +$1.69M 0.13% 62
2018
Q2 		$10.5M Buy
262,520
+182,000
+226% +$7.53M 0.11% 74
2018
Q1 		$3.3M Sell
80,520
-1,609
-2% -$67.8K 0.03% 130
2017
Q4 		$3.4M Sell
82,129
-51,161
-38% -$2.04M 0.03% 119
2017
Q3 		$5.3M Hold
133,290
– – 0.04% 109
2017
Q2 		$4.76M Buy
+133,290
New +$4.6M 0.04% 98
2017
Q1 		– Sell
-281,200
Closed -$10.8M – 310
2016
Q4 		$10.8M Buy
+281,200
New +$10.2M 0.1% 66

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

Bridgewater Associates's SLF Position: Q2 2026 in Review

Bridgewater Associates sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 250,635 shares — an estimated $15.7M sold.

Bridgewater Associates first reported a position in SLF in Q4 2016 and held it in 21 quarters. The position peaked at $23M in Q1 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Bridgewater Associates reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 250,635 Sun Life Financial shares in Q2 2026, an estimated $15.7M.
  • Bridgewater Associates first reported a position in Sun Life Financial in Q4 2016 and held it in 21 quarters.
  • Bridgewater Associates's Sun Life Financial position peaked at $23M in Q1 2025.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.