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WELLINGTON-ALTUS USA INC.’s Sun Life Financial SLF Stock Holding History

WELLINGTON-ALTUS USA 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 		$183K Sell
2,715
-156
-5% -$11.2K 0.13% 128
2026
Q1 		$247K Buy
2,871
+156
+6% +$9.97K 0.15% 139
2025
Q4 		$182K Buy
+2,715
New +$164K 0.13% 130

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WELLINGTON-ALTUS USA INC.'s SLF Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Sun Life Financial (SLF) stake by 5.4% in Q2 2026, selling an estimated $11.2K and leaving 2,715 shares worth $183K. The position accounts for 0.13% of the portfolio, ranked #128.

WELLINGTON-ALTUS USA INC. first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,715 shares of Sun Life Financial worth $183K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 156 Sun Life Financial shares in Q2 2026, an estimated $11.2K.
  • Sun Life Financial made up 0.13% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #128 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Sun Life Financial position peaked at $247K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.