Clean Yield Group’s Sun Life Financial SLF Stock Holding History

Clean Yield 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	$29.8K	Hold	380	–	–	0.01%	272
2026 Q1	$23.8K	Sell	380 -299	-44%	-$19.1K	0.01%	270
2025 Q4	$42.4K	Sell	679 -246	-27%	-$14.9K	0.01%	244
2025 Q3	$55.5K	Hold	925	–	–	0.02%	217
2025 Q2	$61.5K	Buy	925 +249	+37%	+$15.3K	0.02%	208
2025 Q1	$38.7K	Hold	676	–	–	0.01%	246
2024 Q4	$40.1K	Hold	676	–	–	0.01%	245
2024 Q3	$39.2K	Buy	+676	New	+$35.3K	0.01%	248

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

Clean Yield Group's SLF Position: Q2 2026 in Review

Clean Yield Group held its Sun Life Financial (SLF) position steady in Q2 2026 at 380 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Clean Yield Group first reported a position in SLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $61.5K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Clean Yield Group held 380 shares of Sun Life Financial worth $29.8K as of Q2 2026.
Clean Yield Group left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #272 holding.
Clean Yield Group first reported a position in Sun Life Financial in Q3 2024 and has held it in 8 quarters since.
Clean Yield Group's Sun Life Financial position peaked at $61.5K in Q2 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.