Ewing Morris & Co Investment Partners’s Sun Life Financial SLF Stock Holding History

Ewing Morris & Co Investment Partners’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	$386K	Buy	4,921 +260	+6%	+$18.7K	0.2%	77
2026 Q1	$291K	Buy	4,661 +540	+13%	+$34.5K	0.13%	77
2025 Q4	$261K	Buy	4,121 +60	+1%	+$3.63K	0.11%	87
2025 Q3	$244K	Hold	4,061	–	–	0.1%	86
2025 Q2	$270K	Hold	4,061	–	–	0.12%	90
2025 Q1	$334K	Buy	+4,061	New	+$231K	0.11%	83

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ewing Morris & Co Investment Partners's SLF Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners increased its Sun Life Financial (SLF) stake by 5.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,921 shares worth $386K. The position accounts for 0.2% of the portfolio, ranked #77.

Ewing Morris & Co Investment Partners first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Ewing Morris & Co Investment Partners held 4,921 shares of Sun Life Financial worth $386K as of Q2 2026.
Ewing Morris & Co Investment Partners bought 260 Sun Life Financial shares in Q2 2026, an estimated $18.7K.
Sun Life Financial made up 0.2% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #77 holding.
Ewing Morris & Co Investment Partners first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.