Gold Investment Management’s Sun Life Financial SLF Stock Holding History

Gold Investment 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	$3.59M	Buy	45,797 +218	+0.5%	+$15.7K	0.97%	37
2026 Q1	$2.85M	Buy	45,579 +980	+2%	+$62.6K	0.88%	46
2025 Q4	$2.78M	Buy	44,599 +1,731	+4%	+$105K	0.89%	45
2025 Q3	$2.57M	Buy	42,868 +1,917	+5%	+$115K	0.87%	48
2025 Q2	$2.72M	Buy	40,951 +245	+0.6%	+$15K	1.03%	41
2025 Q1	$2.33M	Buy	40,706 +1,547	+4%	+$88.2K	0.98%	42
2024 Q4	$2.32M	Buy	39,159 +404	+1%	+$23.8K	0.98%	41
2024 Q3	$2.25M	Sell	38,755 -2,915	-7%	-$152K	0.94%	39
2024 Q2	$2.04M	Sell	41,670 -881	-2%	-$44.7K	0.86%	41
2024 Q1	$2.32M	Buy	42,551 +44	+0.1%	+$2.33K	0.94%	41
2023 Q4	$2.2M	Buy	+42,507	New	+$2.09M	0.94%	39

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

Gold Investment Management's SLF Position: Q2 2026 in Review

Gold Investment Management increased its Sun Life Financial (SLF) stake by 0.48% in Q2 2026, buying an estimated $15.7K and bringing the position to 45,797 shares worth $3.59M. The position accounts for 0.97% of the portfolio, ranked #37.

Gold Investment Management first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Gold Investment Management held 45,797 shares of Sun Life Financial worth $3.59M as of Q2 2026.
Gold Investment Management bought 218 Sun Life Financial shares in Q2 2026, an estimated $15.7K.
Sun Life Financial made up 0.97% of Gold Investment Management's portfolio in Q2 2026, its #37 holding.
Gold Investment Management first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.