Capstone Investment Advisors
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Capstone Investment Advisors’s Sun Life Financial SLF Stock Holding History

Capstone Investment Advisors’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 		$1.63M Buy
20,729
+13,431
+184% +$967K ﹤0.01% 794
2026
Q1 		$457K Buy
+7,298
New +$467K ﹤0.01% 1185
2025
Q1 		– Sell
-10,500
Closed -$623K – 1812
2024
Q4 		$623K Buy
+10,500
New +$620K ﹤0.01% 1237

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

Capstone Investment Advisors's SLF Position: Q2 2026 in Review

Capstone Investment Advisors increased its Sun Life Financial (SLF) stake by 184% in Q2 2026, buying an estimated $967K and bringing the position to 20,729 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Capstone Investment Advisors first reported a position in SLF in Q4 2024 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Capstone Investment Advisors held 20,729 shares of Sun Life Financial worth $1.63M as of Q2 2026.
  • Capstone Investment Advisors bought 13,431 Sun Life Financial shares in Q2 2026, an estimated $967K.
  • Sun Life Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #794 holding.
  • Capstone Investment Advisors first reported a position in Sun Life Financial in Q4 2024 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.