Key Financial Inc’s Sun Life Financial SLF Stock Holding History

Key Financial Inc’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 Q3	$7.72K	Hold	99	–	–	﹤0.01%	913
2026 Q2	$7.76K	Hold	99	–	–	﹤0.01%	930
2026 Q1	$6.19K	Hold	99	–	–	﹤0.01%	990
2025 Q4	$6.18K	Hold	99	–	–	﹤0.01%	991
2025 Q3	$5.96K	Hold	99	–	–	﹤0.01%	1003
2025 Q2	$6.58K	Hold	99	–	–	﹤0.01%	973
2025 Q1	$5.67K	Hold	99	–	–	﹤0.01%	961
2024 Q4	$5.88K	Hold	99	–	–	﹤0.01%	943
2024 Q3	$5.74K	Hold	99	–	–	﹤0.01%	945
2024 Q2	$4.85K	Hold	99	–	–	﹤0.01%	967
2024 Q1	$5.4K	Hold	99	–	–	﹤0.01%	915
2023 Q4	$5.13K	Hold	99	–	–	﹤0.01%	922
2023 Q3	$4.83K	Sell	99 -219	-69%	-$11K	﹤0.01%	917
2023 Q2	$16.6K	Buy	318 +219	+221%	+$10.8K	0.01%	614
2023 Q1	$4.62K	Hold	99	–	–	﹤0.01%	826
2022 Q4	$3.94K	Hold	99	–	–	﹤0.01%	832
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	849
2022 Q2	$5K	Hold	99	–	–	﹤0.01%	812
2022 Q1	$6K	Hold	99	–	–	﹤0.01%	763
2021 Q4	$6K	Hold	99	–	–	﹤0.01%	690
2021 Q3	$5K	Buy	+99	New	+$5.09K	﹤0.01%	710

Other funds holding SLF

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Key Financial Inc's SLF Position: Q3 2026 in Review

Key Financial Inc held its Sun Life Financial (SLF) position steady in Q3 2026 at 99 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Key Financial Inc first reported a position in SLF in Q3 2021 and has held it in 21 quarters since. The position peaked at $16.6K in Q2 2023. 293 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Key Financial Inc held 99 shares of Sun Life Financial worth $7.72K as of Q3 2026.
Key Financial Inc left its Sun Life Financial share count unchanged in Q3 2026.
Sun Life Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #913 holding.
Key Financial Inc first reported a position in Sun Life Financial in Q3 2021 and has held it in 21 quarters since.
Key Financial Inc's Sun Life Financial position peaked at $16.6K in Q2 2023.
293 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.