Grimes & Company’s Sun Life Financial SLF Stock Holding History

Grimes & Company’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	$328K	Buy	4,212 +37	+0.9%	+$2.98K	0.01%	369
2026 Q2	$327K	Sell	4,175 -382	-8%	-$27.5K	0.01%	366
2026 Q1	$285K	Buy	4,557 +421	+10%	+$26.9K	0.01%	366
2025 Q4	$258K	Buy	4,136 +30	+0.7%	+$1.81K	0.01%	402
2025 Q3	$246K	Buy	4,106 +30	+0.7%	+$1.8K	0.01%	402
2025 Q2	$271K	Buy	4,076 +46	+1%	+$2.82K	0.01%	353
2025 Q1	$231K	Buy	4,030 +590	+17%	+$33.6K	0.01%	329
2024 Q4	$204K	Buy	+3,440	New	+$203K	0.01%	368

Other funds holding SLF

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Grimes & Company's SLF Position: Q3 2026 in Review

Grimes & Company increased its Sun Life Financial (SLF) stake by 0.89% in Q3 2026, buying an estimated $2.98K and bringing the position to 4,212 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #369.

Grimes & Company first reported a position in SLF in Q4 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Grimes & Company held 4,212 shares of Sun Life Financial worth $328K as of Q3 2026.
Grimes & Company bought 37 Sun Life Financial shares in Q3 2026, an estimated $2.98K.
Sun Life Financial made up 0.01% of Grimes & Company's portfolio in Q3 2026, its #369 holding.
Grimes & Company first reported a position in Sun Life Financial in Q4 2024 and has held it in 8 quarters since.
293 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.