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Financial Consulate’s Sun Life Financial SLF Stock Holding History

Financial Consulate’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 		$6.43K Buy
82
+6
+8% +$432 ﹤0.01% 790
2026
Q1 		$4.75K Sell
76
-1,124
-94% -$71.9K ﹤0.01% 804
2025
Q4 		$74.9K Hold
1,200
– – 0.01% 271
2025
Q3 		$72K Buy
+1,200
New +$72.2K 0.01% 272

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Financial Consulate's SLF Position: Q2 2026 in Review

Financial Consulate increased its Sun Life Financial (SLF) stake by 7.9% in Q2 2026, buying an estimated $432 and bringing the position to 82 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Financial Consulate first reported a position in SLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $74.9K in Q4 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Financial Consulate held 82 shares of Sun Life Financial worth $6.43K as of Q2 2026.
  • Financial Consulate bought 6 Sun Life Financial shares in Q2 2026, an estimated $432.
  • Sun Life Financial made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #790 holding.
  • Financial Consulate first reported a position in Sun Life Financial in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Sun Life Financial position peaked at $74.9K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.