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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

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. 179 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.
  • 179 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.