LGT Group Foundation’s Sun Life Financial SLF Stock Holding History

LGT Group Foundation’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	$462K	Sell	5,885 -2,608	-31%	-$188K	0.01%	228
2026 Q1	$532K	Hold	8,493	–	–	0.01%	222
2025 Q4	$531K	Hold	8,493	–	–	0.01%	225
2025 Q3	$512K	Hold	8,493	–	–	0.01%	228
2025 Q2	$565K	Hold	8,493	–	–	0.01%	226
2025 Q1	$486K	Sell	8,493 -2,540	-23%	-$145K	0.01%	228
2024 Q4	$654K	Hold	11,033	–	–	0.01%	206
2024 Q3	$637K	Sell	11,033 -4,889	-31%	-$256K	0.01%	223
2024 Q2	$781K	Sell	15,922 -260,964	-94%	-$13.2M	0.01%	210
2024 Q1	$15.1M	Sell	276,886 -50,150	-15%	-$2.65M	0.36%	61
2023 Q4	$16.8M	Sell	327,036 -28,264	-8%	-$1.39M	0.37%	63
2023 Q3	$17.1M	Sell	355,300 -526	-0.1%	-$26.4K	0.42%	60
2023 Q2	$18.5M	Buy	355,826 +1,418	+0.4%	+$69.7K	0.45%	58
2023 Q1	$16.6M	Buy	354,408 +9,658	+3%	+$465K	0.48%	51
2022 Q4	$16M	Buy	344,750 +16,526	+5%	+$731K	0.5%	51
2022 Q3	$13M	Sell	328,224 -3,168	-1%	-$142K	0.51%	51
2022 Q2	$15.2M	Buy	331,392 +9,841	+3%	+$490K	0.46%	56
2022 Q1	$18M	Buy	321,551 +34,304	+12%	+$1.89M	0.42%	56
2021 Q4	$16M	Buy	+287,247	New	+$15.9M	0.41%	58

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

LGT Group Foundation's SLF Position: Q2 2026 in Review

LGT Group Foundation reduced its Sun Life Financial (SLF) stake by 31% in Q2 2026, selling an estimated $188K and leaving 5,885 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #228.

LGT Group Foundation first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5M in Q2 2023. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

LGT Group Foundation held 5,885 shares of Sun Life Financial worth $462K as of Q2 2026.
LGT Group Foundation sold 2,608 Sun Life Financial shares in Q2 2026, an estimated $188K.
Sun Life Financial made up 0.01% of LGT Group Foundation's portfolio in Q2 2026, its #228 holding.
LGT Group Foundation first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
LGT Group Foundation's Sun Life Financial position peaked at $18.5M in Q2 2023.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.