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Lombard Odier Asset Management (Switzerland)’s Sun Life Financial SLF Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q1 		$668K Sell
10,659
-19,677
-65% -$1.26M 0.03% 340
2025
Q4 		$1.89M Sell
30,336
-106,303
-78% -$6.42M 0.08% 194
2025
Q3 		$8.2M Sell
136,639
-26,077
-16% -$1.57M 0.37% 60
2025
Q2 		$10.8M Buy
162,716
+1,115
+0.7% +$68.4K 0.55% 35
2025
Q1 		$19.1M Buy
161,601
+129,375
+401% +$7.37M 1.1% 16
2024
Q4 		$3.96M Buy
32,226
+20
+0.1% +$1.18K 0.29% 90
2024
Q3 		$3.49M Buy
32,206
+3,304
+11% +$173K 0.29% 98
2024
Q2 		$1.42M Sell
28,902
-1,405
-5% -$71.3K 0.14% 136
2024
Q1 		$1.64M Buy
30,307
+14,578
+93% +$771K 0.12% 178
2023
Q4 		$816K Buy
+15,729
New +$774K 0.11% 138
2023
Q2 		– Sell
-7,150
Closed -$609K – 343
2023
Q1 		$609K Buy
7,150
+669
+10% +$32.2K 0.05% 248
2022
Q4 		$407K Buy
+6,481
New +$287K 0.03% 282
2022
Q1 		– Sell
-3,526
Closed -$248K – 357
2021
Q4 		$248K Buy
+3,526
New +$195K 0.02% 339
2021
Q3 		– Sell
-3,796
Closed -$243K – 437
2021
Q2 		$243K Buy
3,796
+416
+12% +$22K 0.01% 464
2021
Q1 		$215K Buy
+3,380
New +$166K 0.01% 377
2018
Q2 		– Sell
-6,196
Closed -$328K – 372
2018
Q1 		$328K Buy
6,196
+2,159
+53% +$91K 0.03% 285
2017
Q4 		$209K Hold
4,037
– – 0.02% 330
2017
Q3 		$201K Buy
+4,037
New +$154K 0.02% 348
2015
Q3 		– Sell
-17,630
Closed -$588K – 386
2015
Q2 		$588K Buy
+17,630
New +$581K 0.04% 283
2014
Q4 		– Sell
-79,818
Closed -$2.92M – 648
2014
Q3 		$2.92M Buy
79,818
+66,451
+497% +$2.5M 0.08% 275
2014
Q2 		$491K Buy
+13,367
New +$460K 0.05% 227

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SLF Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Sun Life Financial (SLF) stake by 65% in Q1 2026, selling an estimated $1.26M and leaving 10,659 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #340.

Lombard Odier Asset Management (Switzerland) first reported a position in SLF in Q2 2014 and has held it in 21 quarters since. The position peaked at $19.1M in Q1 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Lombard Odier Asset Management (Switzerland) held 10,659 shares of Sun Life Financial worth $668K as of Q1 2026.
  • Lombard Odier Asset Management (Switzerland) sold 19,677 Sun Life Financial shares in Q1 2026, an estimated $1.26M.
  • Sun Life Financial made up 0.03% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #340 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Sun Life Financial in Q2 2014 and has held it in 21 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s Sun Life Financial position peaked at $19.1M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.