Clean Yield Group
SLF icon

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
Q3 		$19.4K Sell
249
-131
-34% -$10.5K ﹤0.01% 294
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

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DekaBank Deutsche Girozentrale
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Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Clean Yield Group's SLF Position: Q3 2026 in Review

Clean Yield Group reduced its Sun Life Financial (SLF) stake by 34% in Q3 2026, selling an estimated $10.5K and leaving 249 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Clean Yield Group first reported a position in SLF in Q3 2024 and has held it in 9 quarters since. The position peaked at $61.5K in Q2 2025. 145 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Clean Yield Group held 249 shares of Sun Life Financial worth $19.4K as of Q3 2026.
  • Clean Yield Group sold 131 Sun Life Financial shares in Q3 2026, an estimated $10.5K.
  • Sun Life Financial made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #294 holding.
  • Clean Yield Group first reported a position in Sun Life Financial in Q3 2024 and has held it in 9 quarters since.
  • Clean Yield Group's Sun Life Financial position peaked at $61.5K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.