Focus Partners Wealth
SLF icon

Focus Partners Wealth’s Sun Life Financial SLF Stock Holding History

Focus Partners Wealth’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 		$874K Sell
11,146
-516
-4% -$37.1K ﹤0.01% 1701
2026
Q1 		$746K Buy
11,662
+3,786
+48% +$242K ﹤0.01% 1739
2025
Q4 		$492K Buy
7,876
+2,616
+50% +$158K ﹤0.01% 1957
2025
Q3 		$316K Sell
5,260
-191
-4% -$11.5K ﹤0.01% 1815
2025
Q2 		$362K Buy
5,451
+1,564
+40% +$95.9K ﹤0.01% 1590
2025
Q1 		$223K Sell
3,887
-1,205
-24% -$68.7K ﹤0.01% 1710
2024
Q4 		$302K Buy
+5,092
New +$300K ﹤0.01% 1547

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

Focus Partners Wealth's SLF Position: Q2 2026 in Review

Focus Partners Wealth reduced its Sun Life Financial (SLF) stake by 4.4% in Q2 2026, selling an estimated $37.1K and leaving 11,146 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Focus Partners Wealth first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Focus Partners Wealth held 11,146 shares of Sun Life Financial worth $874K as of Q2 2026.
  • Focus Partners Wealth sold 516 Sun Life Financial shares in Q2 2026, an estimated $37.1K.
  • Sun Life Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1701 holding.
  • Focus Partners Wealth first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.