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HB Wealth Management’s Sun Life Financial SLF Stock Holding History

HB Wealth Management’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 		$344K Buy
4,390
+232
+6% +$16.7K ﹤0.01% 1298
2026
Q1 		$260K Buy
4,158
+187
+5% +$12K ﹤0.01% 1307
2025
Q4 		$248K Buy
3,971
+194
+5% +$11.7K ﹤0.01% 1238
2025
Q3 		$227K Buy
3,777
+208
+6% +$12.5K ﹤0.01% 1217
2025
Q2 		$237K Buy
+3,569
New +$219K ﹤0.01% 1038

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

HB Wealth Management's SLF Position: Q2 2026 in Review

HB Wealth Management increased its Sun Life Financial (SLF) stake by 5.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,390 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

HB Wealth Management first reported a position in SLF in Q2 2025 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • HB Wealth Management held 4,390 shares of Sun Life Financial worth $344K as of Q2 2026.
  • HB Wealth Management bought 232 Sun Life Financial shares in Q2 2026, an estimated $16.7K.
  • Sun Life Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1298 holding.
  • HB Wealth Management first reported a position in Sun Life Financial in Q2 2025 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.