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Joel Greenblatt’s Sun Life Financial SLF Stock Holding History

Joel Greenblatt’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 		$424K Sell
5,405
-5,181
-49% -$373K ﹤0.01% 1555
2026
Q1 		$662K Buy
10,586
+4,641
+78% +$297K ﹤0.01% 1425
2025
Q4 		$371K Sell
5,945
-2,397
-29% -$145K ﹤0.01% 1515
2025
Q3 		$501K Buy
+8,342
New +$502K ﹤0.01% 1379
2025
Q2 		– Sell
-4,838
Closed -$277K – 1737
2025
Q1 		$277K Sell
4,838
-3,090
-39% -$176K ﹤0.01% 1392
2024
Q4 		$470K Buy
7,928
+2,395
+43% +$141K ﹤0.01% 1137
2024
Q3 		$321K Buy
5,533
+1,074
+24% +$56.1K ﹤0.01% 1210
2024
Q2 		$218K Sell
4,459
-2,741
-38% -$139K ﹤0.01% 1316
2024
Q1 		$393K Sell
7,200
-278
-4% -$14.7K 0.01% 1126
2023
Q4 		$388K Buy
+7,478
New +$368K 0.01% 1064
2020
Q2 		– Sell
-6,673
Closed -$214K – 1185
2020
Q1 		$214K Buy
+6,673
New +$286K 0.01% 927
2018
Q1 		– Sell
-7,669
Closed -$316K – 1059
2017
Q4 		$316K Buy
7,669
+224
+3% +$8.93K ﹤0.01% 806
2017
Q3 		$296K Sell
7,445
-1,375
-16% -$52.5K ﹤0.01% 803
2017
Q2 		$315K Buy
8,820
+683
+8% +$23.6K ﹤0.01% 823
2017
Q1 		$297K Buy
+8,137
New +$309K ﹤0.01% 860
2015
Q3 		– Sell
-7,047
Closed -$235K – 1030
2015
Q2 		$235K Sell
7,047
-75
-1% -$2.47K ﹤0.01% 856
2015
Q1 		$220K Buy
+7,122
New +$227K ﹤0.01% 853

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

Joel Greenblatt's SLF Position: Q2 2026 in Review

Joel Greenblatt reduced its Sun Life Financial (SLF) stake by 49% in Q2 2026, selling an estimated $373K and leaving 5,405 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Joel Greenblatt first reported a position in SLF in Q1 2015 and has held it in 17 quarters since. The position peaked at $662K in Q1 2026. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Joel Greenblatt held 5,405 shares of Sun Life Financial worth $424K as of Q2 2026.
  • Joel Greenblatt sold 5,181 Sun Life Financial shares in Q2 2026, an estimated $373K.
  • Sun Life Financial made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1555 holding.
  • Joel Greenblatt first reported a position in Sun Life Financial in Q1 2015 and has held it in 17 quarters since.
  • Joel Greenblatt's Sun Life Financial position peaked at $662K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.