Cardinal Point Capital Management’s Sun Life Financial SLF Stock Holding History

Cardinal Point Capital Management’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	$2.69M	Buy	34,281 +550	+2%	+$39.6K	0.15%	71
2026 Q1	$2.11M	Buy	33,731 +490	+1%	+$31.3K	0.13%	81
2025 Q4	$2.08M	Buy	33,241 +1,272	+4%	+$76.8K	0.14%	81
2025 Q3	$1.92M	Sell	31,969 -2,500	-7%	-$150K	0.13%	83
2025 Q2	$2.29M	Sell	34,469 -708	-2%	-$43.4K	0.18%	68
2025 Q1	$2.02M	Buy	+35,177	New	+$2M	0.19%	64

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

Cardinal Point Capital Management's SLF Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Sun Life Financial (SLF) stake by 1.6% in Q2 2026, buying an estimated $39.6K and bringing the position to 34,281 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #71.

Cardinal Point Capital Management first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Cardinal Point Capital Management held 34,281 shares of Sun Life Financial worth $2.69M as of Q2 2026.
Cardinal Point Capital Management bought 550 Sun Life Financial shares in Q2 2026, an estimated $39.6K.
Sun Life Financial made up 0.15% of Cardinal Point Capital Management's portfolio in Q2 2026, its #71 holding.
Cardinal Point Capital Management first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.