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Canopy Partners’s Sun Life Financial SLF Stock Holding History

Canopy Partners’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 		$317K Buy
4,042
+113
+3% +$8.13K 0.1% 174
2026
Q1 		$246K Buy
3,929
+93
+2% +$5.95K 0.08% 199
2025
Q4 		$239K Sell
3,836
-59
-2% -$3.56K 0.08% 198
2025
Q3 		$234K Buy
3,895
+41
+1% +$2.47K 0.08% 197
2025
Q2 		$256K Hold
3,854
– – 0.09% 171
2025
Q1 		$221K Sell
3,854
-87
-2% -$4.96K 0.09% 179
2024
Q4 		$234K Hold
3,941
– – 0.09% 165
2024
Q3 		$229K Buy
+3,941
New +$206K 0.1% 166
2024
Q2 		– Sell
-3,941
Closed -$215K – 207
2024
Q1 		$215K Buy
3,941
+27
+0.7% +$1.43K 0.11% 173
2023
Q4 		$203K Buy
+3,914
New +$193K 0.12% 152

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Canopy Partners's SLF Position: Q2 2026 in Review

Canopy Partners increased its Sun Life Financial (SLF) stake by 2.9% in Q2 2026, buying an estimated $8.13K and bringing the position to 4,042 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #174.

Canopy Partners first reported a position in SLF in Q4 2023 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Canopy Partners held 4,042 shares of Sun Life Financial worth $317K as of Q2 2026.
  • Canopy Partners bought 113 Sun Life Financial shares in Q2 2026, an estimated $8.13K.
  • Sun Life Financial made up 0.1% of Canopy Partners's portfolio in Q2 2026, its #174 holding.
  • Canopy Partners first reported a position in Sun Life Financial in Q4 2023 and has held it in 10 quarters since.
  • 109 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.