Dixon Mitchell Investment Counsel’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$363K Sell
4,629
-672
-13% -$48.4K 0.01% 69
2026
Q1
$331K Hold
5,301
– – 0.01% 67
2025
Q4
$331K Buy
5,301
+3,320
+168% +$201K 0.01% 65
2025
Q3
$119K Buy
1,981
+1,686
+572% +$101K ﹤0.01% 58
2025
Q2
$19.6K Sell
295
-455
-61% -$27.9K ﹤0.01% 63
2025
Q1
$42.9K Hold
750
– – ﹤0.01% 61
2024
Q4
$44.5K Buy
+750
New +$44.3K ﹤0.01% 69
2024
Q2
– Sell
-1,400
Closed -$76.5K – 203
2024
Q1
$76.5K Buy
+1,400
New +$74.1K ﹤0.01% 71

Other funds holding SLF

Dixon Mitchell Investment Counsel's SLF Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its Sun Life Financial (SLF) stake by 13% in Q2 2026, selling an estimated $48.4K and leaving 4,629 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #69.

Dixon Mitchell Investment Counsel first reported a position in SLF in Q1 2024 and has held it in 8 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 4,629 shares of Sun Life Financial worth $363K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 672 Sun Life Financial shares in Q2 2026, an estimated $48.4K.
  • Sun Life Financial made up 0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #69 holding.
  • Dixon Mitchell Investment Counsel first reported a position in Sun Life Financial in Q1 2024 and has held it in 8 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.