Generali Asset Management’s Sun Life Financial SLF Stock Holding History

Generali Asset Management’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	$5.72M	Sell	51,399 -17,074	-25%	-$1.23M	0.1%	178
2026 Q1	$5.97M	Buy	68,473 +24,096	+54%	+$1.54M	0.12%	162
2025 Q4	$3.8M	Buy	44,377 +2,087	+5%	+$126K	0.08%	218
2025 Q3	$3.53M	Buy	42,290 +1,277	+3%	+$76.8K	0.08%	219
2025 Q2	$3.72M	Sell	41,013 -9,715	-19%	-$596K	0.08%	216
2025 Q1	$4.18M	Sell	50,728 -50,818	-50%	-$2.9M	0.1%	196
2024 Q4	$8.67M	Buy	+101,546	New	+$5.99M	0.22%	97

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

Generali Asset Management's SLF Position: Q2 2026 in Review

Generali Asset Management reduced its Sun Life Financial (SLF) stake by 25% in Q2 2026, selling an estimated $1.23M and leaving 51,399 shares worth $5.72M. The position accounts for 0.1% of the portfolio, ranked #178.

Generali Asset Management first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.67M in Q4 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Generali Asset Management held 51,399 shares of Sun Life Financial worth $5.72M as of Q2 2026.
Generali Asset Management sold 17,074 Sun Life Financial shares in Q2 2026, an estimated $1.23M.
Sun Life Financial made up 0.1% of Generali Asset Management's portfolio in Q2 2026, its #178 holding.
Generali Asset Management first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's Sun Life Financial position peaked at $8.67M in Q4 2024.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.