EWM
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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Empirical Wealth Management's SLF Position: Q2 2026 in Review

Empirical Wealth Management increased its Sun Life Financial (SLF) stake by 2.1% in Q2 2026, buying an estimated $17.8K and bringing the position to 12,235 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #421.

Empirical Wealth Management first reported a position in SLF in Q1 2024 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Empirical Wealth Management held 12,235 shares of Sun Life Financial worth $959K as of Q2 2026.
  • Empirical Wealth Management bought 248 Sun Life Financial shares in Q2 2026, an estimated $17.8K.
  • Sun Life Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Empirical Wealth Management first reported a position in Sun Life Financial in Q1 2024 and has held it in 10 quarters since.
  • 157 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.