D.J. St. Germain’s Sun Life Financial SLF Stock Holding History

D.J. St. Germain’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	$400K	Sell	5,097 -650	-11%	-$46.8K	0.01%	245
2026 Q1	$360K	Hold	5,747	–	–	0.01%	249
2025 Q4	$359K	Hold	5,747	–	–	0.01%	249
2025 Q3	$345K	Hold	5,747	–	–	0.01%	251
2025 Q2	$382K	Buy	5,747 +5,097	+784%	+$313K	0.02%	235
2025 Q1	$37.2K	Hold	650	–	–	﹤0.01%	429
2024 Q4	$38.6K	Hold	650	–	–	﹤0.01%	449
2024 Q3	$37.7K	Hold	650	–	–	﹤0.01%	410
2024 Q2	$31.8K	Sell	650 -6,459	-91%	-$328K	﹤0.01%	421
2024 Q1	$388K	Buy	7,109 +1,362	+24%	+$72K	0.02%	218
2023 Q4	$298K	Buy	5,747 +5,097	+784%	+$251K	0.02%	234
2023 Q3	$31.7K	Hold	650	–	–	﹤0.01%	410
2023 Q2	$33.9K	Buy	+650	New	+$31.9K	﹤0.01%	416

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

D.J. St. Germain's SLF Position: Q2 2026 in Review

D.J. St. Germain reduced its Sun Life Financial (SLF) stake by 11% in Q2 2026, selling an estimated $46.8K and leaving 5,097 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #245.

D.J. St. Germain first reported a position in SLF in Q2 2023 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

D.J. St. Germain held 5,097 shares of Sun Life Financial worth $400K as of Q2 2026.
D.J. St. Germain sold 650 Sun Life Financial shares in Q2 2026, an estimated $46.8K.
Sun Life Financial made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #245 holding.
D.J. St. Germain first reported a position in Sun Life Financial in Q2 2023 and has held it in 13 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.