Frank Rimerman Advisors’s Sun Life Financial SLF Stock Holding History

Frank Rimerman Advisors’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	$339K	Buy	4,324 +238	+6%	+$17.1K	0.02%	501
2026 Q1	$256K	Hold	4,086	–	–	0.02%	531
2025 Q4	$255K	Buy	4,086 +20	+0.5%	+$1.21K	0.02%	543
2025 Q3	$244K	Buy	4,066 +8	+0.2%	+$481	0.02%	537
2025 Q2	$270K	Buy	+4,058	New	+$249K	0.02%	479
2024 Q3	–	Sell	-23,504	Closed	-$1.15M	–	562
2024 Q2	$1.15M	Buy	+23,504	New	+$1.19M	0.08%	193

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

Frank Rimerman Advisors's SLF Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Sun Life Financial (SLF) stake by 5.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,324 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #501.

Frank Rimerman Advisors first reported a position in SLF in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Frank Rimerman Advisors held 4,324 shares of Sun Life Financial worth $339K as of Q2 2026.
Frank Rimerman Advisors bought 238 Sun Life Financial shares in Q2 2026, an estimated $17.1K.
Sun Life Financial made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #501 holding.
Frank Rimerman Advisors first reported a position in Sun Life Financial in Q2 2024 and has held it in 6 quarters since.
Frank Rimerman Advisors's Sun Life Financial position peaked at $1.15M in Q2 2024.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.