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Financial & Tax Architects’s Sun Life Financial SLF Stock Holding History

Financial & Tax Architects’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 		– Sell
-8,982
Closed -$562K – 124
2026
Q1 		$562K Sell
8,982
-3,298
-27% -$211K 0.13% 86
2025
Q4 		$766K Buy
12,280
+26
+0.2% +$1.57K 0.17% 80
2025
Q3 		$736K Buy
+12,254
New +$737K 0.16% 85

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 & Tax Architects's SLF Position: Q2 2026 in Review

Financial & Tax Architects sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 8,982 shares — an estimated $562K sold.

Financial & Tax Architects first reported a position in SLF in Q3 2025 and held it in 3 quarters. The position peaked at $766K in Q4 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Financial & Tax Architects reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 8,982 Sun Life Financial shares in Q2 2026, an estimated $562K.
  • Financial & Tax Architects first reported a position in Sun Life Financial in Q3 2025 and held it in 3 quarters.
  • Financial & Tax Architects's Sun Life Financial position peaked at $766K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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