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 Q3	$134K	Hold	1,719	–	–	0.06%	283
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cromwell Holdings's SLF Position: Q3 2026 in Review

Cromwell Holdings held its Sun Life Financial (SLF) position steady in Q3 2026 at 1,719 shares worth $134K. 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 10 quarters since. The position peaked at $135K in Q2 2026. 231 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Cromwell Holdings held 1,719 shares of Sun Life Financial worth $134K as of Q3 2026.
Cromwell Holdings left its Sun Life Financial share count unchanged in Q3 2026.
Sun Life Financial made up 0.06% of Cromwell Holdings's portfolio in Q3 2026, its #283 holding.
Cromwell Holdings first reported a position in Sun Life Financial in Q2 2024 and has held it in 10 quarters since.
Cromwell Holdings's Sun Life Financial position peaked at $135K in Q2 2026.
231 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.