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Grove Bank & Trust’s Sun Life Financial SLF Stock Holding History

Grove Bank & Trust’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 		$1.25K Hold
16
– – ﹤0.01% 826
2026
Q1 		$1K Buy
+16
New +$1.02K ﹤0.01% 811
2025
Q2 		– Sell
-221
Closed -$12.7K – 907
2025
Q1 		$12.7K Hold
221
– – ﹤0.01% 575
2024
Q4 		$13.1K Buy
221
+103
+87% +$6.08K ﹤0.01% 511
2024
Q3 		$6.85K Buy
+118
New +$6.17K ﹤0.01% 527

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

Grove Bank & Trust's SLF Position: Q2 2026 in Review

Grove Bank & Trust held its Sun Life Financial (SLF) position steady in Q2 2026 at 16 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Grove Bank & Trust first reported a position in SLF in Q3 2024 and has held it in 5 quarters since. The position peaked at $13.1K in Q4 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Grove Bank & Trust held 16 shares of Sun Life Financial worth $1.25K as of Q2 2026.
  • Grove Bank & Trust left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #826 holding.
  • Grove Bank & Trust first reported a position in Sun Life Financial in Q3 2024 and has held it in 5 quarters since.
  • Grove Bank & Trust's Sun Life Financial position peaked at $13.1K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.