Guardian Partners’s Sun Life Financial SLF Stock Holding History

Guardian Partners’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	$10.1M	Buy	129,094 +938	+0.7%	+$75.4K	0.89%	32
2026 Q2	$10.1M	Sell	128,156 -17,666	-12%	-$1.27M	0.91%	32
2026 Q1	$9.16M	Sell	145,822 -2,327	-2%	-$149K	0.76%	42
2025 Q4	$9.7M	Buy	148,149 +1,563	+1%	+$94.4K	0.78%	41
2025 Q3	$8.84M	Sell	146,586 -4,339	-3%	-$261K	0.75%	48
2025 Q2	$9.32M	Sell	150,925 -10,679	-7%	-$655K	0.84%	36
2025 Q1	$9.02M	Sell	161,604 -1,304	-0.8%	-$74.3K	0.93%	38
2024 Q4	$9.5M	Buy	+162,908	New	+$9.6M	0.97%	38

Other funds holding SLF

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

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Guardian Partners's SLF Position: Q3 2026 in Review

Guardian Partners increased its Sun Life Financial (SLF) stake by 0.73% in Q3 2026, buying an estimated $75.4K and bringing the position to 129,094 shares worth $10.1M. The position accounts for 0.89% of the portfolio, ranked #32.

Guardian Partners first reported a position in SLF in Q4 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Guardian Partners held 129,094 shares of Sun Life Financial worth $10.1M as of Q3 2026.
Guardian Partners bought 938 Sun Life Financial shares in Q3 2026, an estimated $75.4K.
Sun Life Financial made up 0.89% of Guardian Partners's portfolio in Q3 2026, its #32 holding.
Guardian Partners first reported a position in Sun Life Financial in Q4 2024 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.