IEQ Capital’s Sun Life Financial SLF Stock Holding History

IEQ Capital’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	$1.92M	Buy	24,466 +3,455	+16%	+$249K	0.01%	818
2026 Q1	$1.31M	Buy	21,011 +1,297	+7%	+$82.9K	0.01%	928
2025 Q4	$1.23M	Buy	19,714 +5,156	+35%	+$312K	﹤0.01%	960
2025 Q3	$874K	Buy	14,558 +9,541	+190%	+$574K	﹤0.01%	1059
2025 Q2	$333K	Buy	5,017 +210	+4%	+$12.9K	﹤0.01%	1341
2025 Q1	$275K	Buy	4,807 +36	+0.8%	+$2.05K	﹤0.01%	1226
2024 Q4	$283K	Buy	4,771 +35	+0.7%	+$2.06K	﹤0.01%	1048
2024 Q3	$275K	Buy	4,736 +37	+0.8%	+$1.93K	﹤0.01%	957
2024 Q2	$230K	Buy	4,699 +42	+0.9%	+$2.13K	﹤0.01%	877
2024 Q1	$254K	Buy	4,657 +37	+0.8%	+$1.96K	﹤0.01%	808
2023 Q4	$240K	Buy	4,620 +39	+0.9%	+$1.92K	﹤0.01%	792
2023 Q3	$224K	Buy	4,581 +40	+0.9%	+$2K	﹤0.01%	810
2023 Q2	$237K	Buy	4,541 +36	+0.8%	+$1.77K	﹤0.01%	761
2023 Q1	$210K	Buy	4,505 +38	+0.9%	+$1.83K	﹤0.01%	809
2022 Q4	$207K	Buy	+4,467	New	+$198K	0.01%	730

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

IEQ Capital's SLF Position: Q2 2026 in Review

IEQ Capital increased its Sun Life Financial (SLF) stake by 16% in Q2 2026, buying an estimated $249K and bringing the position to 24,466 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #818.

IEQ Capital first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

IEQ Capital held 24,466 shares of Sun Life Financial worth $1.92M as of Q2 2026.
IEQ Capital bought 3,455 Sun Life Financial shares in Q2 2026, an estimated $249K.
Sun Life Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #818 holding.
IEQ Capital first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.