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Godfrey Financial Associates’s Sun Life Financial SLF Stock Holding History

Godfrey Financial Associates’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 		$1.02K Hold
13
– – ﹤0.01% 795
2026
Q1 		$813 Hold
13
– – ﹤0.01% 806
2025
Q4 		$811 Buy
+13
New +$785 ﹤0.01% 783

Other funds holding SLF

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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

Godfrey Financial Associates's SLF Position: Q2 2026 in Review

Godfrey Financial Associates held its Sun Life Financial (SLF) position steady in Q2 2026 at 13 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Godfrey Financial Associates first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Godfrey Financial Associates held 13 shares of Sun Life Financial worth $1.02K as of Q2 2026.
  • Godfrey Financial Associates left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #795 holding.
  • Godfrey Financial Associates first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.