Caprock Group’s Sun Life Financial SLF Stock Holding History

Caprock Group’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	$637K	Buy	8,129 +1,308	+19%	+$94.1K	0.01%	781
2026 Q1	$427K	Buy	6,821 +2,765	+68%	+$177K	0.01%	803
2025 Q4	$253K	Sell	4,056 -1,127	-22%	-$68.1K	0.01%	1048
2025 Q3	$306K	Buy	+5,183	New	+$312K	0.01%	937
2025 Q1	–	Sell	-5,055	Closed	-$300K	–	1163
2024 Q4	$300K	Sell	5,055 -6	-0.1%	-$354	0.01%	802
2024 Q3	$294K	Sell	5,061 -278	-5%	-$14.5K	0.01%	731
2024 Q2	$262K	Buy	+5,339	New	+$271K	0.01%	730

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

Caprock Group's SLF Position: Q2 2026 in Review

Caprock Group increased its Sun Life Financial (SLF) stake by 19% in Q2 2026, buying an estimated $94.1K and bringing the position to 8,129 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #781.

Caprock Group first reported a position in SLF in Q2 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Caprock Group held 8,129 shares of Sun Life Financial worth $637K as of Q2 2026.
Caprock Group bought 1,308 Sun Life Financial shares in Q2 2026, an estimated $94.1K.
Sun Life Financial made up 0.01% of Caprock Group's portfolio in Q2 2026, its #781 holding.
Caprock Group first reported a position in Sun Life Financial in Q2 2024 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.