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Integrated Wealth Concepts’s Sun Life Financial SLF Stock Holding History

Integrated Wealth Concepts’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 		$236K Buy
+3,015
New +$217K ﹤0.01% 2133
2025
Q4 		– Sell
-3,749
Closed -$225K – 1986
2025
Q3 		$225K Buy
+3,749
New +$225K ﹤0.01% 1790

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

Integrated Wealth Concepts's SLF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,015 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2133 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SLF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in SLF in Q3 2025 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Integrated Wealth Concepts held 3,015 shares of Sun Life Financial worth $236K as of Q2 2026.
  • Sun Life Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2133 holding.
  • Integrated Wealth Concepts first reported a position in Sun Life Financial in Q3 2025 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.