JAM
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JCIC Asset Management’s Sun Life Financial SLF Stock Holding History

JCIC Asset 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 		$5.94K Hold
95
– – ﹤0.01% 112
2026
Q1 		$5.94K Hold
95
– – ﹤0.01% 112
2025
Q4 		$5.93K Sell
95
-40
-30% -$2.42K ﹤0.01% 110
2025
Q3 		$8.11K Buy
+135
New +$8.12K ﹤0.01% 109
2025
Q1 		$6.12M Sell
106,846
-1,479
-1% -$84.3K 2.56% 13
2024
Q4 		$6.43M Buy
108,325
+1,979
+2% +$117K 2.61% 11
2024
Q3 		$6.17M Buy
106,346
+4,390
+4% +$229K 2.53% 14
2024
Q2 		$5M Buy
101,956
+88,465
+656% +$4.49M 2.06% 20
2024
Q1 		$736K Sell
13,491
-620
-4% -$32.8K 0.3% 40
2023
Q4 		$732K Sell
14,111
-8,600
-38% -$423K 0.33% 39
2023
Q3 		$1.11M Sell
22,711
-135
-0.6% -$6.77K 0.56% 37
2023
Q2 		$1.19M Sell
22,846
-125
-0.5% -$6.14K 0.54% 37
2023
Q1 		$1.07M Buy
22,971
+30
+0.1% +$1.44K 0.5% 36
2022
Q4 		$1.06M Sell
22,941
-105
-0.5% -$4.65K 0.53% 36
2022
Q3 		$979K Buy
23,046
+455
+2% +$20.4K 0.45% 38
2022
Q2 		$1.03M Sell
22,591
-4,130
-15% -$206K 0.56% 36
2022
Q1 		$1.49M Buy
26,721
+205
+0.8% +$11.3K 0.46% 43
2021
Q4 		$1.48M Buy
26,516
+1,370
+5% +$75.7K 0.44% 42
2021
Q3 		$1.29M Sell
25,146
-14,880
-37% -$765K 0.43% 44
2021
Q2 		$2.56M Buy
40,026
+340
+0.9% +$18K 0.66% 42
2021
Q1 		$2.01M Buy
39,686
+2,970
+8% +$145K 0.71% 41
2020
Q4 		$1.63M Buy
36,716
+4,066
+12% +$176K 0.66% 37
2020
Q3 		$1.33M Buy
32,650
+2,910
+10% +$118K 0.62% 37
2020
Q2 		$1.09M Buy
29,740
+3,565
+14% +$123K 0.56% 36
2020
Q1 		$843K Sell
26,175
-4,795
-15% -$205K 0.52% 36
2019
Q4 		$1.41M Sell
30,970
-433
-1% -$19.5K 0.55% 38
2019
Q3 		$1.41M Sell
31,403
-3,980
-11% -$166K 0.62% 37
2019
Q2 		$1.47M Buy
35,383
+1,680
+5% +$67.5K 0.61% 38
2019
Q1 		$1.3M Sell
33,703
-2,390
-7% -$87.7K 0.51% 41
2018
Q4 		$1.2M Hold
36,093
– – 0.53% 39
2018
Q3 		$1.44M Buy
36,093
+319
+0.9% +$12.8K 0.49% 44
2018
Q2 		$1.44M Sell
35,774
-45
-0.1% -$1.86K 0.49% 46
2018
Q1 		$1.47M Buy
35,819
+33,118
+1,226% +$1.4M 0.49% 47
2017
Q4 		$111K Sell
2,701
-750
-22% -$29.9K 0.04% 53
2017
Q3 		$137K Buy
3,451
+625
+22% +$23.9K 0.05% 50
2017
Q2 		$101K Buy
2,826
+475
+20% +$16.4K 0.03% 49
2017
Q1 		$86K Hold
2,351
– – 0.03% 48
2016
Q4 		$90K Hold
2,351
– – 0.03% 46
2016
Q3 		$76K Hold
2,351
– – 0.02% 38
2016
Q2 		$77K Hold
2,351
– – 0.02% 38
2016
Q1 		$76K Hold
2,351
– – 0.02% 42
2015
Q4 		$73K Hold
2,351
– – 0.02% 46
2015
Q3 		$76K Hold
2,351
– – 0.02% 46
2015
Q2 		$78K Hold
2,351
– – 0.01% 52
2015
Q1 		$72K Hold
2,351
– – 0.01% 52
2014
Q4 		$85K Sell
2,351
-97
-4% -$3.47K 0.02% 43
2014
Q3 		$89K Buy
2,448
+97
+4% +$3.65K 0.02% 44
2014
Q2 		$86K Buy
2,351
+2,115
+896% +$72.8K 0.01% 47
2014
Q1 		$8K Buy
+236
New +$8.12K ﹤0.01% 58
2013
Q3 		– Sell
-4,080
Closed -$121K – 69
2013
Q2 		$121K Buy
+4,080
New +$116K 0.02% 47

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
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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

JCIC Asset Management's SLF Position: Q2 2026 in Review

JCIC Asset Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 95 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

JCIC Asset Management first reported a position in SLF in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.43M in Q4 2024. 66 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • JCIC Asset Management held 95 shares of Sun Life Financial worth $5.94K as of Q2 2026.
  • JCIC Asset Management left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of JCIC Asset Management's portfolio in Q2 2026, its #112 holding.
  • JCIC Asset Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 50 quarters since.
  • JCIC Asset Management's Sun Life Financial position peaked at $6.43M in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.