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Coston McIsaac & Partners’s Sun Life Financial SLF Stock Holding History

Coston McIsaac & Partners’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 		$14K Buy
+183
New +$13.2K ﹤0.01% 544
2026
Q1 		– Sell
-251
Closed -$15K – 905
2025
Q4 		$15K Buy
+251
New +$15.2K ﹤0.01% 508

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

Coston McIsaac & Partners's SLF Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in Sun Life Financial (SLF) in Q2 2026: 183 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Coston McIsaac & Partners previously reported a position in SLF as recently as Q4 2025.

Coston McIsaac & Partners first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $15K in Q4 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Coston McIsaac & Partners held 183 shares of Sun Life Financial worth $14K as of Q2 2026.
  • Sun Life Financial was a new Coston McIsaac & Partners position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #544 holding.
  • Coston McIsaac & Partners first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
  • Coston McIsaac & Partners's Sun Life Financial position peaked at $15K in Q4 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.