Empirical Wealth Management
SLF icon

Empirical Wealth Management’s Sun Life Financial SLF Stock Holding History

Empirical Wealth Management’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
Q3 		$1.21M Buy
15,477
+3,242
+26% +$261K 0.02% 422
2026
Q2 		$959K Buy
12,235
+248
+2% +$17.8K 0.01% 421
2026
Q1 		$750K Buy
11,987
+586
+5% +$37.5K 0.01% 418
2025
Q4 		$711K Buy
11,401
+5,590
+96% +$338K 0.01% 411
2025
Q3 		$349K Hold
5,811
– – 0.01% 570
2025
Q2 		$386K Buy
5,811
+35
+0.6% +$2.15K 0.01% 470
2025
Q1 		$331K Hold
5,776
– – 0.01% 491
2024
Q4 		$343K Hold
5,776
– – 0.01% 477
2024
Q3 		$335K Sell
5,776
-1,156
-17% -$60.4K 0.01% 449
2024
Q2 		$340K Buy
6,932
+1,156
+20% +$58.7K 0.01% 431
2024
Q1 		$315K Buy
+5,776
New +$306K 0.01% 432

Other funds holding SLF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Empirical Wealth Management's SLF Position: Q3 2026 in Review

Empirical Wealth Management increased its Sun Life Financial (SLF) stake by 26% in Q3 2026, buying an estimated $261K and bringing the position to 15,477 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #422.

Empirical Wealth Management first reported a position in SLF in Q1 2024 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Empirical Wealth Management held 15,477 shares of Sun Life Financial worth $1.21M as of Q3 2026.
  • Empirical Wealth Management bought 3,242 Sun Life Financial shares in Q3 2026, an estimated $261K.
  • Sun Life Financial made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #422 holding.
  • Empirical Wealth Management first reported a position in Sun Life Financial in Q1 2024 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.