Creative Financial Designs’s Sun Life Financial SLF Stock Holding History

Creative Financial Designs’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	$1.57K	Hold	20	–	–	﹤0.01%	1947
2026 Q1	$1.25K	Hold	20	–	–	﹤0.01%	1851
2025 Q4	$1.25K	Hold	20	–	–	﹤0.01%	1759
2025 Q3	$1.2K	Buy	+20	New	+$1.2K	﹤0.01%	1783
2024 Q4	–	Sell	-200	Closed	-$11.6K	–	1839
2024 Q3	$11.6K	Sell	200 -352	-64%	-$18.4K	﹤0.01%	1161
2024 Q2	$27K	Sell	552 -837	-60%	-$42.5K	﹤0.01%	926
2024 Q1	$75.8K	Sell	1,389 -702	-34%	-$37.1K	0.01%	623
2023 Q4	$108K	Sell	2,091 -1,510	-42%	-$74.3K	0.01%	524
2023 Q3	$176K	Sell	3,601 -1,102	-23%	-$55.2K	0.02%	360
2023 Q2	$245K	Sell	4,703 -147	-3%	-$7.22K	0.03%	309
2023 Q1	$226K	Buy	+4,850	New	+$233K	0.03%	312

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

Creative Financial Designs's SLF Position: Q2 2026 in Review

Creative Financial Designs held its Sun Life Financial (SLF) position steady in Q2 2026 at 20 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Creative Financial Designs first reported a position in SLF in Q1 2023 and has held it in 11 quarters since. The position peaked at $245K in Q2 2023. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Creative Financial Designs held 20 shares of Sun Life Financial worth $1.57K as of Q2 2026.
Creative Financial Designs left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1947 holding.
Creative Financial Designs first reported a position in Sun Life Financial in Q1 2023 and has held it in 11 quarters since.
Creative Financial Designs's Sun Life Financial position peaked at $245K in Q2 2023.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.