Concurrent Investment Advisors’s Sun Life Financial SLF Stock Holding History

Concurrent Investment Advisors’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	$234K	Buy	+2,983	New	+$215K	﹤0.01%	1853

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

Concurrent Investment Advisors's SLF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,983 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings.

493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Concurrent Investment Advisors held 2,983 shares of Sun Life Financial worth $234K as of Q2 2026.
Sun Life Financial was a new Concurrent Investment Advisors position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1853 holding.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.