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Financial Gravity Companies’s Sun Life Financial SLF Stock Holding History

Financial Gravity Companies’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 		$24.9K Buy
+317
New +$22.8K ﹤0.01% 430
2025
Q2 		$64K Buy
+963
New +$59.1K 0.01% 273
2024
Q4 		$57.1K Hold
963
– – 0.01% 267
2024
Q3 		$55.9K Buy
+963
New +$50.3K 0.02% 172

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 Gravity Companies's SLF Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Sun Life Financial (SLF) in Q2 2026: 317 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SLF as recently as Q2 2025.

Financial Gravity Companies first reported a position in SLF in Q3 2024 and has held it in 4 quarters since. The position peaked at $64K in Q2 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Financial Gravity Companies held 317 shares of Sun Life Financial worth $24.9K as of Q2 2026.
  • Sun Life Financial was a new Financial Gravity Companies position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #430 holding.
  • Financial Gravity Companies first reported a position in Sun Life Financial in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Sun Life Financial position peaked at $64K in Q2 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.