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Corient IA’s Sun Life Financial SLF Stock Holding History

Corient IA’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 		$149K Sell
1,900
-3,810
-67% -$274K 0.14% 195
2026
Q1 		$357K Hold
5,710
– – 0.34% 108
2025
Q4 		$356K Buy
+5,710
New +$345K 0.34% 121

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corient IA's SLF Position: Q2 2026 in Review

Corient IA reduced its Sun Life Financial (SLF) stake by 67% in Q2 2026, selling an estimated $274K and leaving 1,900 shares worth $149K. The position accounts for 0.14% of the portfolio, ranked #195.

Corient IA first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $357K in Q1 2026. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Corient IA held 1,900 shares of Sun Life Financial worth $149K as of Q2 2026.
  • Corient IA sold 3,810 Sun Life Financial shares in Q2 2026, an estimated $274K.
  • Sun Life Financial made up 0.14% of Corient IA's portfolio in Q2 2026, its #195 holding.
  • Corient IA first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • Corient IA's Sun Life Financial position peaked at $357K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.