Capital World Investors
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Capital World Investors’s Sun Life Financial SLF Stock Holding History

Capital World Investors’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 		$911K Hold
11,600
– – ﹤0.01% 633
2026
Q1 		$727K Hold
11,600
– – ﹤0.01% 610
2025
Q4 		$724K Sell
11,600
-22,933
-66% -$1.39M ﹤0.01% 558
2025
Q3 		$2.07M Buy
34,533
+9,805
+40% +$590K ﹤0.01% 539
2025
Q2 		$1.65M Hold
24,728
– – ﹤0.01% 544
2025
Q1 		$1.42M Buy
24,728
+1,685
+7% +$96K ﹤0.01% 524
2024
Q4 		$1.37M Buy
23,043
+817
+4% +$48.2K ﹤0.01% 513
2024
Q3 		$1.29M Hold
22,226
– – ﹤0.01% 498
2024
Q2 		$1.09M Buy
22,226
+2,794
+14% +$142K ﹤0.01% 499
2024
Q1 		$1.06M Hold
19,432
– – ﹤0.01% 502
2023
Q4 		$1.01M Buy
19,432
+2,458
+14% +$121K ﹤0.01% 491
2023
Q3 		$828K Hold
16,974
– – ﹤0.01% 502
2023
Q2 		$885K Hold
16,974
– – ﹤0.01% 496
2023
Q1 		$793K Hold
16,974
– – ﹤0.01% 505
2022
Q4 		$788K Buy
16,974
+3,225
+23% +$143K ﹤0.01% 527
2022
Q3 		$547K Sell
13,749
-15,220
-53% -$682K ﹤0.01% 539
2022
Q2 		$1.33M Buy
28,969
+6,474
+29% +$323K ﹤0.01% 537
2022
Q1 		$1.26M Buy
22,495
+889
+4% +$49K ﹤0.01% 565
2021
Q4 		$1.2M Buy
21,606
+1,320
+7% +$73K ﹤0.01% 592
2021
Q3 		$1.04M Buy
20,286
+2,326
+13% +$120K ﹤0.01% 600
2021
Q2 		$926K Buy
17,960
+1,771
+11% +$93.6K ﹤0.01% 596
2021
Q1 		$818K Buy
+16,189
New +$793K ﹤0.01% 587
2020
Q1 		– Sell
-11,870
Closed -$541K – 546
2019
Q4 		$541K Sell
11,870
-7,930
-40% -$357K ﹤0.01% 499
2019
Q3 		$885K Buy
+19,800
New +$827K ﹤0.01% 508

Other funds holding SLF

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Capital World Investors's SLF Position: Q2 2026 in Review

Capital World Investors held its Sun Life Financial (SLF) position steady in Q2 2026 at 11,600 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Capital World Investors first reported a position in SLF in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.07M in Q3 2025. 381 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Capital World Investors held 11,600 shares of Sun Life Financial worth $911K as of Q2 2026.
  • Capital World Investors left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #633 holding.
  • Capital World Investors first reported a position in Sun Life Financial in Q3 2019 and has held it in 24 quarters since.
  • Capital World Investors's Sun Life Financial position peaked at $2.07M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.