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Greenwood Gearhart’s Sun Life Financial SLF Stock Holding History

Greenwood Gearhart’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 		$353K Buy
4,498
+400
+10% +$28.8K 0.02% 120
2026
Q1 		$256K Buy
+4,098
New +$262K 0.01% 107

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Greenwood Gearhart's SLF Position: Q2 2026 in Review

Greenwood Gearhart increased its Sun Life Financial (SLF) stake by 9.8% in Q2 2026, buying an estimated $28.8K and bringing the position to 4,498 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #120.

Greenwood Gearhart first reported a position in SLF in Q1 2026 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Greenwood Gearhart held 4,498 shares of Sun Life Financial worth $353K as of Q2 2026.
  • Greenwood Gearhart bought 400 Sun Life Financial shares in Q2 2026, an estimated $28.8K.
  • Sun Life Financial made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #120 holding.
  • Greenwood Gearhart first reported a position in Sun Life Financial in Q1 2026 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.