LRI Investments’s Sun Life Financial SLF Stock Holding History

LRI 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	$1.8K	Buy	+23	New	+$1.66K	﹤0.01%	1287

Other funds holding SLF

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

LRI Investments's SLF Position: Q2 2026 in Review

LRI Investments opened a new position in Sun Life Financial (SLF) in Q2 2026: 23 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

LRI Investments held 23 shares of Sun Life Financial worth $1.8K as of Q2 2026.
Sun Life Financial was a new LRI Investments position in Q2 2026.
Sun Life Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1287 holding.
168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.