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Coldstream Capital Management’s Sun Life Financial SLF Stock Holding History

Coldstream 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
2025
Q2 		– Sell
-178
Closed -$10.2K – 3001
2025
Q1 		$10.2K Buy
+178
New +$10.1K ﹤0.01% 2374

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TD Asset Management
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Mackenzie Financial
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Coldstream Capital Management's SLF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 178 shares — an estimated $10.2K sold.

Coldstream Capital Management first reported a position in SLF in Q1 2025 and held it in 1 quarter. The position peaked at $10.2K in Q1 2025. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 178 Sun Life Financial shares in Q2 2025, an estimated $10.2K.
  • Coldstream Capital Management first reported a position in Sun Life Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Sun Life Financial position peaked at $10.2K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.