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Cornerstone Financial Management’s Sun Life Financial SLF Stock Holding History

Cornerstone Financial Management’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 		$7.68K Buy
98
+83
+553% +$5.97K 0.01% 532
2026
Q1 		$938 Hold
15
– – ﹤0.01% 1003
2025
Q4 		$936 Buy
+15
New +$906 ﹤0.01% 961

Other funds holding SLF

Royal Bank of Canada
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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

Cornerstone Financial Management's SLF Position: Q2 2026 in Review

Cornerstone Financial Management increased its Sun Life Financial (SLF) stake by 553% in Q2 2026, buying an estimated $5.97K and bringing the position to 98 shares worth $7.68K. The position accounts for 0.01% of the portfolio, ranked #532.

Cornerstone Financial Management first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Cornerstone Financial Management held 98 shares of Sun Life Financial worth $7.68K as of Q2 2026.
  • Cornerstone Financial Management bought 83 Sun Life Financial shares in Q2 2026, an estimated $5.97K.
  • Sun Life Financial made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #532 holding.
  • Cornerstone Financial Management first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.