Jones Financial Companies
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Jones Financial Companies’s Sun Life Financial SLF Stock Holding History

Jones Financial Companies’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 		$1.38M Buy
17,667
+1,152
+7% +$82.9K ﹤0.01% 1732
2026
Q1 		$1.01M Buy
16,515
+3,321
+25% +$212K ﹤0.01% 1710
2025
Q4 		$823K Buy
13,194
+1,973
+18% +$119K ﹤0.01% 1310
2025
Q3 		$661K Buy
11,221
+2,001
+22% +$120K ﹤0.01% 1280
2025
Q2 		$608K Buy
9,220
+1,124
+14% +$68.9K ﹤0.01% 1196
2025
Q1 		$459K Buy
8,096
+783
+11% +$44.6K ﹤0.01% 1169
2024
Q4 		$434K Buy
7,313
+2,210
+43% +$130K ﹤0.01% 1045
2024
Q3 		$295K Buy
5,103
+954
+23% +$49.9K ﹤0.01% 1006
2024
Q2 		$203K Buy
4,149
+2,741
+195% +$139K ﹤0.01% 832
2024
Q1 		$76.8K Buy
+1,408
New +$74.5K ﹤0.01% 648
2022
Q2 		– Sell
-395
Closed -$22K – 830
2022
Q1 		$22K Hold
395
– – ﹤0.01% 426
2021
Q4 		$22K Hold
395
– – ﹤0.01% 455
2021
Q3 		$20K Hold
395
– – ﹤0.01% 429
2021
Q2 		$20K Buy
+395
New +$20.9K ﹤0.01% 407

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

Jones Financial Companies's SLF Position: Q2 2026 in Review

Jones Financial Companies increased its Sun Life Financial (SLF) stake by 7% in Q2 2026, buying an estimated $82.9K and bringing the position to 17,667 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Jones Financial Companies first reported a position in SLF in Q2 2021 and has held it in 14 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Jones Financial Companies held 17,667 shares of Sun Life Financial worth $1.38M as of Q2 2026.
  • Jones Financial Companies bought 1,152 Sun Life Financial shares in Q2 2026, an estimated $82.9K.
  • Sun Life Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1732 holding.
  • Jones Financial Companies first reported a position in Sun Life Financial in Q2 2021 and has held it in 14 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.