KIA
SLF icon

Kraematon Investment Advisors’s Sun Life Financial SLF Stock Holding History

Kraematon Investment Advisors’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 		$3.36M Sell
42,865
-111
-0.3% -$7.99K 2.5% 13
2026
Q1 		$2.69M Buy
42,976
+156
+0.4% +$9.97K 2.19% 12
2025
Q4 		$2.67M Sell
42,820
-53
-0.1% -$3.2K 2.13% 13
2025
Q3 		$2.57M Buy
42,873
+96
+0.2% +$5.77K 2.2% 11
2025
Q2 		$2.84M Sell
42,777
-317
-0.7% -$19.4K 2.68% 9
2025
Q1 		$2.47M Sell
43,094
-1,329
-3% -$75.7K 2.51% 10
2024
Q4 		$2.64M Buy
44,423
+161
+0.4% +$9.5K 2.61% 10
2024
Q3 		$2.57M Sell
44,262
-2,497
-5% -$131K 2.52% 11
2024
Q2 		$2.29M Buy
46,759
+121
+0.3% +$6.14K 2.33% 14
2024
Q1 		$2.55M Sell
46,638
-962
-2% -$50.9K 2.56% 10
2023
Q4 		$2.47M Sell
47,600
-66
-0.1% -$3.25K 2.71% 11
2023
Q3 		$2.33M Sell
47,666
-1,561
-3% -$78.2K 2.87% 10
2023
Q2 		$2.57M Sell
49,227
-58
-0.1% -$2.85K 2.82% 8
2023
Q1 		$2.3M Sell
49,285
-379
-0.8% -$18.2K 2.66% 8
2022
Q4 		$2.31M Buy
49,664
+1,498
+3% +$66.3K 2.5% 8
2022
Q3 		$1.92M Sell
48,166
-665
-1% -$29.8K 2.47% 10
2022
Q2 		$2.24M Buy
48,831
+85
+0.2% +$4.24K 2.59% 10
2022
Q1 		$2.72M Sell
48,746
-684
-1% -$37.7K 2.59% 9
2021
Q4 		$2.75M Buy
+49,430
New +$2.73M 2.47% 13

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

Kraematon Investment Advisors's SLF Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its Sun Life Financial (SLF) stake by 0.26% in Q2 2026, selling an estimated $7.99K and leaving 42,865 shares worth $3.36M. The position accounts for 2.5% of the portfolio, ranked #13.

Kraematon Investment Advisors first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Kraematon Investment Advisors held 42,865 shares of Sun Life Financial worth $3.36M as of Q2 2026.
  • Kraematon Investment Advisors sold 111 Sun Life Financial shares in Q2 2026, an estimated $7.99K.
  • Sun Life Financial made up 2.5% of Kraematon Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Kraematon Investment Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.