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Harbour Investments’s Sun Life Financial SLF Stock Holding History

Harbour Investments’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 		$430K Sell
5,485
-24
-0.4% -$1.73K 0.01% 1187
2026
Q1 		$345K Buy
5,509
+2,128
+63% +$136K 0.01% 1233
2025
Q4 		$211K Hold
3,381
– – ﹤0.01% 1252
2025
Q3 		$203K Buy
3,381
+278
+9% +$16.7K ﹤0.01% 1230
2025
Q2 		$206K Sell
3,103
-207
-6% -$12.7K 0.01% 1158
2025
Q1 		$190K Buy
3,310
+357
+12% +$20.3K 0.01% 1116
2024
Q4 		$175K Hold
2,953
– – 0.01% 1108
2024
Q3 		$171K Buy
2,953
+1,227
+71% +$64.1K 0.01% 1079
2024
Q2 		$84.6K Hold
1,726
– – ﹤0.01% 1309
2024
Q1 		$94.2K Hold
1,726
– – ﹤0.01% 1243
2023
Q4 		$89.5K Buy
1,726
+5
+0.3% +$246 ﹤0.01% 1182
2023
Q3 		$84K Hold
1,721
– – ﹤0.01% 1113
2023
Q2 		$89.7K Hold
1,721
– – ﹤0.01% 1107
2023
Q1 		$80.4K Sell
1,721
-100
-5% -$4.81K ﹤0.01% 1145
2022
Q4 		$84.5K Sell
1,821
-50
-3% -$2.21K 0.01% 1089
2022
Q3 		$86K Hold
1,871
– – 0.01% 1045
2022
Q2 		$86K Buy
+1,871
New +$93.2K 0.01% 1045
2021
Q4 		$150K Sell
2,688
-1,635
-38% -$90.4K 0.01% 822
2021
Q3 		$222K Hold
4,323
– – 0.01% 974
2021
Q2 		$223K Sell
4,323
-156
-3% -$8.24K 0.01% 995
2021
Q1 		$226K Buy
+4,479
New +$219K 0.01% 912

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

Harbour Investments's SLF Position: Q2 2026 in Review

Harbour Investments reduced its Sun Life Financial (SLF) stake by 0.44% in Q2 2026, selling an estimated $1.73K and leaving 5,485 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1187.

Harbour Investments first reported a position in SLF in Q1 2021 and has held it in 21 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Harbour Investments held 5,485 shares of Sun Life Financial worth $430K as of Q2 2026.
  • Harbour Investments sold 24 Sun Life Financial shares in Q2 2026, an estimated $1.73K.
  • Sun Life Financial made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1187 holding.
  • Harbour Investments first reported a position in Sun Life Financial in Q1 2021 and has held it in 21 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.