Compagnie Lombard Odier SCmA’s Sun Life Financial SLF Stock Holding History

Compagnie Lombard Odier SCmA’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	$799K	Sell	10,178 -5,633	-36%	-$405K	0.01%	190
2026 Q1	$987K	Buy	15,811 +4,061	+35%	+$260K	0.01%	158
2025 Q4	$734K	Buy	11,750 +2,576	+28%	+$156K	0.01%	175
2025 Q3	$551K	Buy	+9,174	New	+$552K	0.01%	188
2023 Q1	–	Sell	-968	Closed	-$45K	–	682
2022 Q4	$45K	Buy	+968	New	+$42.8K	﹤0.01%	485
2017 Q1	–	Sell	-4,210	Closed	-$162K	–	826
2016 Q4	$162K	Sell	4,210 -480	-10%	-$17.4K	﹤0.01%	466
2016 Q3	$152K	Hold	4,690	–	–	﹤0.01%	507
2016 Q2	$153K	Hold	4,690	–	–	﹤0.01%	511
2016 Q1	$152K	Buy	4,690 +840	+22%	+$24.7K	﹤0.01%	542
2015 Q4	$120K	Hold	3,850	–	–	﹤0.01%	565
2015 Q3	$124K	Hold	3,850	–	–	0.01%	486
2015 Q2	$129K	Buy	3,850 +700	+22%	+$23.1K	﹤0.01%	518
2015 Q1	$97K	Buy	+3,150	New	+$101K	﹤0.01%	665
2014 Q4	–	Sell	-12,948	Closed	-$471K	–	848
2014 Q3	$471K	Sell	12,948 -419	-3%	-$15.7K	0.02%	340
2014 Q2	$493K	Buy	13,367 +887	+7%	+$30.6K	0.02%	326
2014 Q1	$433K	Buy	12,480 +678	+6%	+$23.3K	0.02%	351
2013 Q4	$417K	Buy	+11,802	New	+$402K	0.02%	356

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

Compagnie Lombard Odier SCmA's SLF Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its Sun Life Financial (SLF) stake by 36% in Q2 2026, selling an estimated $405K and leaving 10,178 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #190.

Compagnie Lombard Odier SCmA first reported a position in SLF in Q4 2013 and has held it in 17 quarters since. The position peaked at $987K in Q1 2026. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Compagnie Lombard Odier SCmA held 10,178 shares of Sun Life Financial worth $799K as of Q2 2026.
Compagnie Lombard Odier SCmA sold 5,633 Sun Life Financial shares in Q2 2026, an estimated $405K.
Sun Life Financial made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #190 holding.
Compagnie Lombard Odier SCmA first reported a position in Sun Life Financial in Q4 2013 and has held it in 17 quarters since.
Compagnie Lombard Odier SCmA's Sun Life Financial position peaked at $987K in Q1 2026.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.