Lazard Asset Management’s Sun Life Financial SLF Stock Holding History

Lazard 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	$7.4M	Buy	94,343 +66,538	+239%	+$4.79M	0.01%	510
2026 Q1	$1.74M	Buy	27,805 +19,248	+225%	+$1.23M	﹤0.01%	962
2025 Q4	$534K	Sell	8,557 -251	-3%	-$15.2K	﹤0.01%	1362
2025 Q3	$529K	Buy	8,808 +8,428	+2,218%	+$507K	﹤0.01%	1338
2025 Q2	$25K	Hold	380	–	–	﹤0.01%	2105
2025 Q1	$21K	Hold	380	–	–	﹤0.01%	2110
2024 Q4	$22K	Hold	380	–	–	﹤0.01%	2067
2024 Q3	$22K	Hold	380	–	–	﹤0.01%	1996
2024 Q2	$18K	Hold	380	–	–	﹤0.01%	2022
2024 Q1	$20K	Buy	+380	New	+$20.1K	﹤0.01%	1843
2022 Q3	–	Sell	-329	Closed	-$15K	–	2529
2022 Q2	$15K	Hold	329	–	–	﹤0.01%	2171
2022 Q1	$18K	Buy	+329	New	+$18.1K	﹤0.01%	2089

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Lazard Asset Management increased its Sun Life Financial (SLF) stake by 239% in Q2 2026, buying an estimated $4.79M and bringing the position to 94,343 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #510.

Lazard Asset Management first reported a position in SLF in Q1 2022 and has held it in 12 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Lazard Asset Management held 94,343 shares of Sun Life Financial worth $7.4M as of Q2 2026.
Lazard Asset Management bought 66,538 Sun Life Financial shares in Q2 2026, an estimated $4.79M.
Sun Life Financial made up 0.01% of Lazard Asset Management's portfolio in Q2 2026, its #510 holding.
Lazard Asset Management first reported a position in Sun Life Financial in Q1 2022 and has held it in 12 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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