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 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LSWM

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

Grimes & Company's SLF Position: Q2 2026 in Review

Grimes & Company reduced its Sun Life Financial (SLF) stake by 8.4% in Q2 2026, selling an estimated $27.5K and leaving 4,175 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #366.

Grimes & Company first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Grimes & Company held 4,175 shares of Sun Life Financial worth $327K as of Q2 2026.
Grimes & Company sold 382 Sun Life Financial shares in Q2 2026, an estimated $27.5K.
Sun Life Financial made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #366 holding.
Grimes & Company first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.