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Investment Research Partners’s Sun Life Financial SLF Stock Holding History

Investment Research 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 		$815K Buy
10,390
+903
+10% +$65K 0.28% 86
2026
Q1 		$594K Buy
9,487
+680
+8% +$43.5K 0.24% 99
2025
Q4 		$550K Buy
8,807
+62
+0.7% +$3.75K 0.24% 99
2025
Q3 		$540K Buy
+8,745
New +$526K 0.24% 99

Other funds holding SLF

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
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
National Bank of Canada
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Investment Research Partners's SLF Position: Q2 2026 in Review

Investment Research Partners increased its Sun Life Financial (SLF) stake by 9.5% in Q2 2026, buying an estimated $65K and bringing the position to 10,390 shares worth $815K. The position accounts for 0.28% of the portfolio, ranked #86.

Investment Research Partners first reported a position in SLF in Q3 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Investment Research Partners held 10,390 shares of Sun Life Financial worth $815K as of Q2 2026.
  • Investment Research Partners bought 903 Sun Life Financial shares in Q2 2026, an estimated $65K.
  • Sun Life Financial made up 0.28% of Investment Research Partners's portfolio in Q2 2026, its #86 holding.
  • Investment Research Partners first reported a position in Sun Life Financial in Q3 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.