Frank Rimerman Advisors
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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
Q3 		$338K Buy
4,331
+7
+0.2% +$563 0.02% 497
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Frank Rimerman Advisors's SLF Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Sun Life Financial (SLF) stake by 0.16% in Q3 2026, buying an estimated $563 and bringing the position to 4,331 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #497.

Frank Rimerman Advisors first reported a position in SLF in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2024. 95 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Frank Rimerman Advisors held 4,331 shares of Sun Life Financial worth $338K as of Q3 2026.
  • Frank Rimerman Advisors bought 7 Sun Life Financial shares in Q3 2026, an estimated $563.
  • Sun Life Financial made up 0.02% of Frank Rimerman Advisors's portfolio in Q3 2026, its #497 holding.
  • Frank Rimerman Advisors first reported a position in Sun Life Financial in Q2 2024 and has held it in 7 quarters since.
  • Frank Rimerman Advisors's Sun Life Financial position peaked at $1.15M in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.