CI
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CX Institutional’s Sun Life Financial SLF Stock Holding History

CX Institutional’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 		$93K Hold
1,184
– – ﹤0.01% 877
2026
Q1 		$74K Sell
1,184
-715
-38% -$45.7K ﹤0.01% 905
2025
Q4 		$118K Hold
1,899
– – ﹤0.01% 823
2025
Q3 		$114K Hold
1,899
– – ﹤0.01% 805
2025
Q2 		$126K Hold
1,899
– – ﹤0.01% 728
2025
Q1 		$109K Buy
+1,899
New +$108K ﹤0.01% 736
2020
Q4 		– Sell
-1,899
Closed -$77K – 909
2020
Q3 		$77K Buy
+1,899
New +$76.8K 0.01% 341

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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CX Institutional's SLF Position: Q2 2026 in Review

CX Institutional held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,184 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

CX Institutional first reported a position in SLF in Q3 2020 and has held it in 7 quarters since. The position peaked at $126K in Q2 2025. 88 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • CX Institutional held 1,184 shares of Sun Life Financial worth $93K as of Q2 2026.
  • CX Institutional left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #877 holding.
  • CX Institutional first reported a position in Sun Life Financial in Q3 2020 and has held it in 7 quarters since.
  • CX Institutional's Sun Life Financial position peaked at $126K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.