CGH
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Crossmark Global Holdings’s Sun Life Financial SLF Stock Holding History

Crossmark Global 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 		$14.6M Sell
186,447
-3,842
-2% -$276K 0.19% 120
2026
Q1 		$11.9M Sell
190,289
-6,332
-3% -$405K 0.18% 138
2025
Q4 		$12.3M Sell
196,621
-14,109
-7% -$852K 0.18% 136
2025
Q3 		$12.7M Sell
210,730
-3,044
-1% -$183K 0.19% 132
2025
Q2 		$14.2M Buy
213,774
+2,502
+1% +$153K 0.23% 100
2025
Q1 		$12.1M Buy
211,272
+12,381
+6% +$706K 0.21% 116
2024
Q4 		$11.8M Sell
198,891
-2,701
-1% -$159K 0.22% 113
2024
Q3 		$11.7M Sell
201,592
-37,241
-16% -$1.95M 0.21% 120
2024
Q2 		$11.7M Sell
238,833
-6,970
-3% -$354K 0.22% 109
2024
Q1 		$13.4M Sell
245,803
-10,258
-4% -$543K 0.26% 93
2023
Q4 		$13.3M Sell
256,061
-7,774
-3% -$383K 0.28% 87
2023
Q3 		$12.9M Buy
263,835
+1,401
+0.5% +$70.2K 0.29% 84
2023
Q2 		$13.8M Buy
262,434
+646
+0.2% +$31.7K 0.3% 80
2023
Q1 		$12.2M Buy
261,788
+5,435
+2% +$262K 0.29% 85
2022
Q4 		$11.9M Buy
256,353
+2,291
+0.9% +$101K 0.3% 86
2022
Q3 		$10.1M Buy
254,062
+8,065
+3% +$361K 0.28% 82
2022
Q2 		$11.3M Buy
245,997
+6,540
+3% +$326K 0.29% 79
2022
Q1 		$13.4M Buy
239,457
+176,689
+281% +$9.73M 0.3% 79
2021
Q4 		$3.5M Buy
62,768
+5,261
+9% +$291K 0.08% 251
2021
Q3 		$2.96M Buy
57,507
+3,113
+6% +$160K 0.07% 288
2021
Q2 		$2.8M Sell
54,394
-1,679
-3% -$88.7K 0.07% 290
2021
Q1 		$2.83M Sell
56,073
-4,540
-7% -$222K 0.07% 286
2020
Q4 		$2.69M Sell
60,613
-231
-0.4% -$10K 0.07% 302
2020
Q3 		$2.48M Sell
60,844
-3,402
-5% -$138K 0.07% 287
2020
Q2 		$2.36M Buy
64,246
+483
+0.8% +$16.6K 0.07% 301
2020
Q1 		$2.05M Buy
63,763
+5,516
+9% +$236K 0.07% 280
2019
Q4 		$2.65M Sell
58,247
-992
-2% -$44.6K 0.07% 288
2019
Q3 		$2.65M Sell
59,239
-7,353
-11% -$307K 0.08% 284
2019
Q2 		$2.75M Sell
66,592
-4,198
-6% -$169K 0.08% 289
2019
Q1 		$2.72M Sell
70,790
-871
-1% -$32K 0.08% 293
2018
Q4 		$2.38M Sell
71,661
-631
-0.9% -$22.8K 0.07% 301
2018
Q3 		$2.87M Buy
72,292
+10,002
+16% +$400K 0.07% 302
2018
Q2 		$2.5M Sell
62,290
-13,271
-18% -$549K 0.07% 327
2018
Q1 		$3.11M Sell
75,561
-6,419
-8% -$271K 0.08% 295
2017
Q4 		$3.38M Sell
81,980
-966
-1% -$38.5K 0.08% 295
2017
Q3 		$3.3M Buy
+82,946
New +$3.17M 0.09% 287
2016
Q3 		$3.3M Buy
+82,946
New +$2.67M 0.09% 287

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
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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Crossmark Global Holdings's SLF Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Sun Life Financial (SLF) stake by 2% in Q2 2026, selling an estimated $276K and leaving 186,447 shares worth $14.6M. The position accounts for 0.19% of the portfolio, ranked #120.

Crossmark Global Holdings first reported a position in SLF in Q3 2016 and has held it in 37 quarters since. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Crossmark Global Holdings held 186,447 shares of Sun Life Financial worth $14.6M as of Q2 2026.
  • Crossmark Global Holdings sold 3,842 Sun Life Financial shares in Q2 2026, an estimated $276K.
  • Sun Life Financial made up 0.19% of Crossmark Global Holdings's portfolio in Q2 2026, its #120 holding.
  • Crossmark Global Holdings first reported a position in Sun Life Financial in Q3 2016 and has held it in 37 quarters since.
  • 58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.