Institute for Wealth Management’s Sun Life Financial SLF Stock Holding History

Institute for 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	$5.46K	Buy	+70	New	+$5.04K	﹤0.01%	1442

Other funds holding SLF

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Institute for Wealth Management's SLF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sun Life Financial (SLF) in Q2 2026: 70 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

264 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Institute for Wealth Management held 70 shares of Sun Life Financial worth $5.46K as of Q2 2026.
Sun Life Financial was a new Institute for Wealth Management position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1442 holding.
264 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.