Charles Schwab’s Sun Life Financial SLF Stock Holding History

Charles Schwab’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	$145M	Buy	1,851,199 +104,328	+6%	+$7.51M	0.02%	595
2026 Q1	$109M	Buy	1,746,871 +51,797	+3%	+$3.31M	0.02%	678
2025 Q4	$106M	Buy	1,695,074 +71,971	+4%	+$4.35M	0.02%	706
2025 Q3	$97.5M	Sell	1,623,103 -35,065	-2%	-$2.11M	0.02%	730
2025 Q2	$110M	Buy	1,658,168 +50,466	+3%	+$3.09M	0.02%	637
2025 Q1	$92M	Buy	1,607,702 +11,263	+0.7%	+$642K	0.02%	685
2024 Q4	$94.7M	Buy	1,596,439 +15,908	+1%	+$939K	0.02%	695
2024 Q3	$91.8M	Buy	1,580,531 +79,155	+5%	+$4.14M	0.02%	702
2024 Q2	$73.6M	Buy	+1,501,376	New	+$76.2M	0.01%	792

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

Charles Schwab's SLF Position: Q2 2026 in Review

Charles Schwab increased its Sun Life Financial (SLF) stake by 6% in Q2 2026, buying an estimated $7.51M and bringing the position to 1,851,199 shares worth $145M. The position accounts for 0.02% of the portfolio, ranked #595.

Charles Schwab first reported a position in SLF in Q2 2024 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Charles Schwab held 1,851,199 shares of Sun Life Financial worth $145M as of Q2 2026.
Charles Schwab bought 104,328 Sun Life Financial shares in Q2 2026, an estimated $7.51M.
Sun Life Financial made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #595 holding.
Charles Schwab first reported a position in Sun Life Financial in Q2 2024 and has held it in 9 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.