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Harvest Portfolios Group’s Sun Life Financial SLF Stock Holding History

Harvest Portfolios Group’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 		$6.43M Sell
81,943
-1,601
-2% -$115K 0.09% 104
2026
Q1 		$5.23M Buy
83,544
+14,332
+21% +$916K 0.09% 119
2025
Q4 		$4.32M Buy
69,212
+5,281
+8% +$319K 0.08% 117
2025
Q3 		$3.84M Buy
63,931
+10,177
+19% +$612K 0.07% 120
2025
Q2 		$3.58M Buy
53,754
+554
+1% +$34K 0.08% 110
2025
Q1 		$3.04M Buy
53,200
+2,876
+6% +$164K 0.09% 106
2024
Q4 		$2.99M Buy
50,324
+26
+0.1% +$1.53K 0.1% 105
2024
Q3 		$2.92M Sell
50,298
-3,672
-7% -$192K 0.1% 107
2024
Q2 		$2.65M Buy
53,970
+1,631
+3% +$82.8K 0.1% 109
2024
Q1 		$2.86M Sell
52,339
-4,164
-7% -$220K 0.11% 114
2023
Q4 		$2.93M Buy
56,503
+3,082
+6% +$152K 0.12% 109
2023
Q3 		$2.61M Buy
53,421
+108
+0.2% +$5.41K 0.12% 104
2023
Q2 		$2.78M Buy
53,313
+2,196
+4% +$108K 0.13% 105
2023
Q1 		$2.39M Buy
+51,117
New +$2.46M 0.12% 107

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

Harvest Portfolios Group's SLF Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Sun Life Financial (SLF) stake by 1.9% in Q2 2026, selling an estimated $115K and leaving 81,943 shares worth $6.43M. The position accounts for 0.09% of the portfolio, ranked #104.

Harvest Portfolios Group first reported a position in SLF in Q1 2023 and has held it in 14 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Harvest Portfolios Group held 81,943 shares of Sun Life Financial worth $6.43M as of Q2 2026.
  • Harvest Portfolios Group sold 1,601 Sun Life Financial shares in Q2 2026, an estimated $115K.
  • Sun Life Financial made up 0.09% of Harvest Portfolios Group's portfolio in Q2 2026, its #104 holding.
  • Harvest Portfolios Group first reported a position in Sun Life Financial in Q1 2023 and has held it in 14 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.