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Cromwell Holdings’s Sun Life Financial SLF Stock Holding History

Cromwell Holdings’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 		$135K Hold
1,719
– – 0.06% 283
2026
Q1 		$108K Hold
1,719
– – 0.06% 307
2025
Q4 		$107K Hold
1,719
– – 0.06% 304
2025
Q3 		$103K Hold
1,719
– – 0.06% 313
2025
Q2 		$114K Buy
1,719
+475
+38% +$29.1K 0.07% 279
2025
Q1 		$71.2K Sell
1,244
-67
-5% -$3.82K 0.05% 361
2024
Q4 		$77.8K Hold
1,311
– – 0.04% 343
2024
Q3 		$76.1K Buy
1,311
+67
+5% +$3.5K 0.05% 357
2024
Q2 		$60.9K Buy
+1,244
New +$63.1K 0.04% 389

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Cromwell Holdings's SLF Position: Q2 2026 in Review

Cromwell Holdings held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,719 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #283.

Cromwell Holdings first reported a position in SLF in Q2 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Cromwell Holdings held 1,719 shares of Sun Life Financial worth $135K as of Q2 2026.
  • Cromwell Holdings left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.06% of Cromwell Holdings's portfolio in Q2 2026, its #283 holding.
  • Cromwell Holdings first reported a position in Sun Life Financial in Q2 2024 and has held it in 9 quarters since.
  • 73 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.