EI
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Ethic Inc’s Sun Life Financial SLF Stock Holding History

Ethic Inc’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 		$2.18M Buy
27,788
+20,890
+303% +$1.5M 0.03% 483
2026
Q1 		$432K Buy
6,898
+2,077
+43% +$133K 0.01% 919
2025
Q4 		$301K Buy
+4,821
New +$291K ﹤0.01% 1001
2021
Q3 		– Sell
-8,335
Closed -$430K – 647
2021
Q2 		$430K Sell
8,335
-435
-5% -$23K 0.05% 371
2021
Q1 		$443K Sell
8,770
-791
-8% -$38.7K 0.08% 300
2020
Q4 		$425K Buy
9,561
+2,394
+33% +$104K 0.11% 239
2020
Q3 		$292K Buy
+7,167
New +$290K 0.11% 228

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
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Ethic Inc's SLF Position: Q2 2026 in Review

Ethic Inc increased its Sun Life Financial (SLF) stake by 303% in Q2 2026, buying an estimated $1.5M and bringing the position to 27,788 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #483.

Ethic Inc first reported a position in SLF in Q3 2020 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Ethic Inc held 27,788 shares of Sun Life Financial worth $2.18M as of Q2 2026.
  • Ethic Inc bought 20,890 Sun Life Financial shares in Q2 2026, an estimated $1.5M.
  • Sun Life Financial made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #483 holding.
  • Ethic Inc first reported a position in Sun Life Financial in Q3 2020 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.