CVA Family Office’s Sun Life Financial SLF Stock Holding History

CVA Family Office’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	$392K	Hold	5,000	–	–	0.04%	228
2026 Q1	$313K	Hold	5,000	–	–	0.03%	240
2025 Q4	$312K	Hold	5,000	–	–	0.04%	235
2025 Q3	$300K	Hold	5,000	–	–	0.04%	231
2025 Q2	$332K	Hold	5,000	–	–	0.05%	215
2025 Q1	$286K	Hold	5,000	–	–	0.04%	220
2024 Q4	$297K	Hold	5,000	–	–	0.05%	215
2024 Q3	$290K	Hold	5,000	–	–	0.05%	205
2024 Q2	$245K	Hold	5,000	–	–	0.04%	213
2024 Q1	$273K	Hold	5,000	–	–	0.05%	203
2023 Q4	$259K	Sell	5,000 -40	-0.8%	-$1.97K	0.05%	200
2023 Q3	$246K	Buy	5,040 +40	+0.8%	+$2K	0.06%	190
2023 Q2	$261K	Hold	5,000	–	–	0.05%	185
2023 Q1	$234K	Hold	5,000	–	–	0.05%	196
2022 Q4	$232K	Buy	+5,000	New	+$221K	0.06%	186

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

CVA Family Office's SLF Position: Q2 2026 in Review

CVA Family Office held its Sun Life Financial (SLF) position steady in Q2 2026 at 5,000 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #228.

CVA Family Office first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

CVA Family Office held 5,000 shares of Sun Life Financial worth $392K as of Q2 2026.
CVA Family Office left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.04% of CVA Family Office's portfolio in Q2 2026, its #228 holding.
CVA Family Office first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.