Corient Private Wealth
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Corient Private Wealth’s Sun Life Financial SLF Stock Holding History

Corient Private Wealth’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 		$1.39M Buy
17,735
+1,377
+8% +$99.1K ﹤0.01% 1596
2026
Q1 		$1.02M Sell
16,358
-1,510
-8% -$96.5K ﹤0.01% 1654
2025
Q4 		$1.12M Sell
17,868
-191
-1% -$11.5K ﹤0.01% 1459
2025
Q3 		$1.08M Buy
18,059
+2,314
+15% +$139K ﹤0.01% 1395
2025
Q2 		$1.05M Buy
15,745
+338
+2% +$20.7K ﹤0.01% 1344
2025
Q1 		$882K Sell
15,407
-4,736
-24% -$270K ﹤0.01% 1327
2024
Q4 		$1.2M Buy
20,143
+9,800
+95% +$578K ﹤0.01% 1239
2024
Q3 		$600K Sell
10,343
-21
-0.2% -$1.1K ﹤0.01% 1636
2024
Q2 		$508K Buy
10,364
+713
+7% +$36.2K ﹤0.01% 1635
2024
Q1 		$527K Buy
9,651
+137
+1% +$7.25K ﹤0.01% 1602
2023
Q4 		$493K Sell
9,514
-1,329
-12% -$65.4K ﹤0.01% 1613
2023
Q3 		$529K Buy
10,843
+2,991
+38% +$150K ﹤0.01% 1470
2023
Q2 		$409K Sell
7,852
-116
-1% -$5.7K ﹤0.01% 1549
2023
Q1 		$372K Buy
+7,968
New +$384K ﹤0.01% 1501

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 Private Wealth's SLF Position: Q2 2026 in Review

Corient Private Wealth increased its Sun Life Financial (SLF) stake by 8.4% in Q2 2026, buying an estimated $99.1K and bringing the position to 17,735 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Corient Private Wealth first reported a position in SLF in Q1 2023 and has held it in 14 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Corient Private Wealth held 17,735 shares of Sun Life Financial worth $1.39M as of Q2 2026.
  • Corient Private Wealth bought 1,377 Sun Life Financial shares in Q2 2026, an estimated $99.1K.
  • Sun Life Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1596 holding.
  • Corient Private Wealth first reported a position in Sun Life Financial in Q1 2023 and has held it in 14 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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