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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
Q2 		$201K Sell
2,559
-8,100
-76% -$583K 0.01% 453
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 $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

Lombard Odier Asset Management (Switzerland)'s SLF Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Sun Life Financial (SLF) stake by 76% in Q2 2026, selling an estimated $583K and leaving 2,559 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #453.

Lombard Odier Asset Management (Switzerland) first reported a position in SLF in Q2 2014 and has held it in 22 quarters since. The position peaked at $19.1M in Q1 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Lombard Odier Asset Management (Switzerland) held 2,559 shares of Sun Life Financial worth $201K as of Q2 2026.
  • Lombard Odier Asset Management (Switzerland) sold 8,100 Sun Life Financial shares in Q2 2026, an estimated $583K.
  • Sun Life Financial made up 0.01% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #453 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Sun Life Financial in Q2 2014 and has held it in 22 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s Sun Life Financial position peaked at $19.1M in Q1 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.