Bruce G. Allen Investments’s Sun Life Financial SLF Stock Holding History

Bruce G. Allen Investments’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	$233K	Sell	2,968 -26	-0.9%	-$1.87K	0.15%	68
2026 Q1	$187K	Hold	2,994	–	–	0.12%	80
2025 Q4	$187K	Hold	2,994	–	–	0.13%	81
2025 Q3	$180K	Hold	2,994	–	–	0.13%	82
2025 Q2	$199K	Hold	2,994	–	–	0.15%	74
2025 Q1	$171K	Sell	2,994 -73	-2%	-$4.16K	0.14%	84
2024 Q4	$182K	Buy	3,067 +18	+0.6%	+$1.06K	0.15%	82
2024 Q3	$177K	Buy	3,049 +118	+4%	+$6.17K	0.14%	92
2024 Q2	$144K	Buy	2,931 +32	+1%	+$1.62K	0.12%	105
2024 Q1	$158K	Hold	2,899	–	–	0.13%	96
2023 Q4	$150K	Buy	+2,899	New	+$143K	0.14%	97

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

Bruce G. Allen Investments's SLF Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Sun Life Financial (SLF) stake by 0.87% in Q2 2026, selling an estimated $1.87K and leaving 2,968 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #68.

Bruce G. Allen Investments first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Bruce G. Allen Investments held 2,968 shares of Sun Life Financial worth $233K as of Q2 2026.
Bruce G. Allen Investments sold 26 Sun Life Financial shares in Q2 2026, an estimated $1.87K.
Sun Life Financial made up 0.15% of Bruce G. Allen Investments's portfolio in Q2 2026, its #68 holding.
Bruce G. Allen Investments first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.