Financial Management Professionals’s Sun Life Financial SLF Stock Holding History

Financial Management Professionals’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	$12.9K	Buy	164 +20	+14%	+$1.44K	﹤0.01%	544
2026 Q1	$9.01K	Hold	144	–	–	﹤0.01%	551
2025 Q4	$8.99K	Buy	144 +8	+6%	+$483	﹤0.01%	550
2025 Q3	$8.16K	Hold	136	–	–	﹤0.01%	546
2025 Q2	$9.04K	Buy	136 +121	+807%	+$7.42K	﹤0.01%	557
2025 Q1	$859	Buy	+15	New	+$855	﹤0.01%	829
2023 Q2	–	Sell	-420	Closed	-$20K	–	1085
2023 Q1	$20K	Buy	+420	New	+$20.2K	﹤0.01%	427
2022 Q3	–	Sell	-2,266	Closed	-$104K	–	1087
2022 Q2	$104K	Buy	2,266 +319	+16%	+$15.9K	0.03%	153
2022 Q1	$109K	Buy	1,947 +480	+33%	+$26.4K	0.02%	157
2021 Q4	$82K	Buy	1,467 +41	+3%	+$2.27K	0.02%	197
2021 Q3	$73K	Buy	1,426 +23	+2%	+$1.18K	0.02%	208
2021 Q2	$72K	Buy	1,403 +23	+2%	+$1.22K	0.02%	196
2021 Q1	$70K	Buy	1,380 +72	+6%	+$3.53K	0.02%	185
2020 Q4	$58K	Buy	1,308 +59	+5%	+$2.56K	0.02%	208
2020 Q3	$51K	Buy	+1,249	New	+$50.5K	0.02%	205

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

Financial Management Professionals's SLF Position: Q2 2026 in Review

Financial Management Professionals increased its Sun Life Financial (SLF) stake by 14% in Q2 2026, buying an estimated $1.44K and bringing the position to 164 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Financial Management Professionals first reported a position in SLF in Q3 2020 and has held it in 15 quarters since. The position peaked at $109K in Q1 2022. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Financial Management Professionals held 164 shares of Sun Life Financial worth $12.9K as of Q2 2026.
Financial Management Professionals bought 20 Sun Life Financial shares in Q2 2026, an estimated $1.44K.
Sun Life Financial made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #544 holding.
Financial Management Professionals first reported a position in Sun Life Financial in Q3 2020 and has held it in 15 quarters since.
Financial Management Professionals's Sun Life Financial position peaked at $109K in Q1 2022.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.