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Louisbourg Investments’s Sun Life Financial SLF Stock Holding History

Louisbourg Investments’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 		$344K Sell
4,386
-719
-14% -$51.7K 0.06% 111
2026
Q1 		$319K Buy
5,105
+150
+3% +$9.59K 0.06% 117
2025
Q4 		$310K Sell
4,955
-12
-0.2% -$725 0.06% 115
2025
Q3 		$298K Buy
4,967
+4,317
+664% +$260K 0.07% 112
2025
Q2 		$43.2K Sell
650
-417
-39% -$25.6K 0.01% 130
2025
Q1 		$61.1K Sell
1,067
-185
-15% -$10.5K 0.02% 122
2024
Q4 		$74.3K Buy
1,252
+417
+50% +$24.6K 0.02% 118
2024
Q3 		$48.5K Sell
835
-545
-39% -$28.5K 0.01% 123
2024
Q2 		$67.7K Hold
1,380
– – 0.02% 113
2024
Q1 		$75.4K Buy
1,380
+1,005
+268% +$53.2K 0.02% 112
2023
Q4 		$19.5K Buy
+375
New +$18.5K 0.01% 141

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

Louisbourg Investments's SLF Position: Q2 2026 in Review

Louisbourg Investments reduced its Sun Life Financial (SLF) stake by 14% in Q2 2026, selling an estimated $51.7K and leaving 4,386 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #111.

Louisbourg Investments first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Louisbourg Investments held 4,386 shares of Sun Life Financial worth $344K as of Q2 2026.
  • Louisbourg Investments sold 719 Sun Life Financial shares in Q2 2026, an estimated $51.7K.
  • Sun Life Financial made up 0.06% of Louisbourg Investments's portfolio in Q2 2026, its #111 holding.
  • Louisbourg Investments first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.