HWP
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Highline Wealth Partners’s Sun Life Financial SLF Stock Holding History

Highline Wealth 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 		$5.41K Hold
69
– – ﹤0.01% 838
2026
Q1 		$4.32K Buy
69
+59
+590% +$3.77K ﹤0.01% 774
2025
Q4 		$624 Buy
10
+5
+100% +$302 ﹤0.01% 958
2025
Q3 		$300 Hold
5
– – ﹤0.01% 1040
2025
Q2 		$332 Hold
5
– – ﹤0.01% 832
2025
Q1 		$286 Buy
+5
New +$285 ﹤0.01% 915

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Highline Wealth Partners's SLF Position: Q2 2026 in Review

Highline Wealth Partners held its Sun Life Financial (SLF) position steady in Q2 2026 at 69 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Highline Wealth Partners first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Highline Wealth Partners held 69 shares of Sun Life Financial worth $5.41K as of Q2 2026.
  • Highline Wealth Partners left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #838 holding.
  • Highline Wealth Partners first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.