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Buck Wealth Strategies’s Sun Life Financial SLF Stock Holding History

Buck Wealth 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 		$40K Buy
+510
New +$36.7K ﹤0.01% 370
2023
Q4 		– Sell
-476
Closed -$23.2K – 292
2023
Q3 		$23.2K Hold
476
– – 0.01% 155
2023
Q2 		$24.8K Hold
476
– – 0.01% 104
2023
Q1 		$22.2K Buy
+476
New +$22.9K 0.01% 79

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

Buck Wealth Strategies's SLF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Sun Life Financial (SLF) in Q2 2026: 510 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SLF as recently as Q3 2023.

Buck Wealth Strategies first reported a position in SLF in Q1 2023 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Buck Wealth Strategies held 510 shares of Sun Life Financial worth $40K as of Q2 2026.
  • Sun Life Financial was a new Buck Wealth Strategies position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #370 holding.
  • Buck Wealth Strategies first reported a position in Sun Life Financial in Q1 2023 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.