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 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	$9.67M	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	$9.53M	Buy	+162,908	New	+$9.61M	0.97%	38

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Partners's SLF Position: Q2 2026 in Review

Guardian Partners reduced its Sun Life Financial (SLF) stake by 12% in Q2 2026, selling an estimated $1.27M and leaving 128,156 shares worth $10.1M. The position accounts for 0.91% of the portfolio, ranked #32.

Guardian Partners first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Guardian Partners held 128,156 shares of Sun Life Financial worth $10.1M as of Q2 2026.
Guardian Partners sold 17,666 Sun Life Financial shares in Q2 2026, an estimated $1.27M.
Sun Life Financial made up 0.91% of Guardian Partners's portfolio in Q2 2026, its #32 holding.
Guardian Partners first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.