Mackenzie Financial’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382M | Sell |
6,102,537
-106,052
| -2% | -$6.78M | 0.46% | 51 |
|
|
2025
Q4 | $388M | Sell |
6,208,589
-2,866,634
| -32% | -$173M | 0.46% | 52 |
|
|
2025
Q3 | $545M | Sell |
9,075,223
-1,882,037
| -17% | -$113M | 0.66% | 29 |
|
|
2025
Q2 | $730M | Sell |
10,957,260
-1,145,152
| -9% | -$70.2M | 0.95% | 21 |
|
|
2025
Q1 | $693M | Sell |
12,102,412
-845,525
| -7% | -$48.2M | 0.98% | 20 |
|
|
2024
Q4 | $768M | Sell |
12,947,937
-333,568
| -3% | -$19.7M | 1.05% | 17 |
|
|
2024
Q3 | $770M | Sell |
13,281,505
-1,422,028
| -10% | -$74.3M | 1.07% | 15 |
|
|
2024
Q2 | $721M | Buy |
14,703,533
+407,913
| +3% | +$20.7M | 1.07% | 17 |
|
|
2024
Q1 | $780M | Buy |
14,295,620
+208,916
| +1% | +$11.1M | 1.12% | 16 |
|
|
2023
Q4 | $731M | Sell |
14,086,704
-357,140
| -2% | -$17.6M | 1.1% | 17 |
|
|
2023
Q3 | $678M | Sell |
14,443,844
-584,428
| -4% | -$29.3M | 1.14% | 20 |
|
|
2023
Q2 | $783M | Buy |
15,028,272
+317,661
| +2% | +$15.6M | 1.19% | 11 |
|
|
2023
Q1 | $687M | Sell |
14,710,611
-1,539,490
| -9% | -$74.1M | 1.06% | 19 |
|
|
2022
Q4 | $753M | Sell |
16,250,101
-496,424
| -3% | -$22M | 1.26% | 13 |
|
|
2022
Q3 | $665M | Sell |
16,746,525
-174,145
| -1% | -$7.81M | 1.14% | 18 |
|
|
2022
Q2 | $775M | Buy |
16,920,670
+196,837
| +1% | +$9.81M | 1.24% | 17 |
|
|
2022
Q1 | $935M | Buy |
16,723,833
+1,321,860
| +9% | +$72.8M | 1.25% | 15 |
|
|
2021
Q4 | $857M | Sell |
15,401,973
-1,019,279
| -6% | -$56.3M | 1.16% | 13 |
|
|
2021
Q3 | $844M | Buy |
16,421,252
+954,491
| +6% | +$49.1M | 1.2% | 12 |
|
|
2021
Q2 | $797M | Buy |
15,466,761
+2,256,250
| +17% | +$119M | 1.11% | 15 |
|
|
2021
Q1 | $667M | Buy |
13,210,511
+6,773,690
| +105% | +$332M | 1.02% | 22 |
|
|
2020
Q4 | $285M | Sell |
6,436,821
-931,788
| -13% | -$40.4M | 0.62% | 41 |
|
|
2020
Q3 | $300M | Sell |
7,368,609
-47,829
| -0.6% | -$1.93M | 0.75% | 33 |
|
|
2020
Q2 | $272M | Buy |
7,416,438
+109,855
| +2% | +$3.78M | 0.73% | 32 |
|
|
2020
Q1 | $233M | Buy |
7,306,583
+645,656
| +10% | +$27.7M | 0.75% | 37 |
|
|
2019
Q4 | $304M | Sell |
6,660,927
-209,929
| -3% | -$9.44M | 0.75% | 34 |
|
|
2019
Q3 | $308M | Sell |
6,870,856
-417,999
| -6% | -$17.5M | 0.81% | 27 |
|
|
2019
Q2 | $301M | Sell |
7,288,855
-2,063,498
| -22% | -$82.9M | 0.78% | 31 |
|
|
2019
Q1 | $359M | Buy |
9,352,353
+683,673
| +8% | +$25.1M | 0.87% | 25 |
|
|
2018
Q4 | $288M | Buy |
8,668,680
+3,009,510
| +53% | +$109M | 0.76% | 29 |
|
|
2018
Q3 | $225M | Sell |
5,659,170
-281,681
| -5% | -$11.3M | 0.55% | 44 |
|
|
2018
Q2 | $238M | Sell |
5,940,851
-1,331,939
| -18% | -$55.1M | 0.61% | 41 |
|
|
2018
Q1 | $299M | Sell |
7,272,790
-423,039
| -5% | -$17.8M | 0.76% | 31 |
|
|
2017
Q4 | $318M | Buy |
7,695,829
+5,639,723
| +274% | +$225M | 0.77% | 34 |
|
|
2017
Q3 | $81.9M | Sell |
2,056,106
-461,483
| -18% | -$17.6M | 0.44% | 59 |
|
|
2017
Q2 | $90M | Sell |
2,517,589
-173,723
| -6% | -$5.99M | 0.5% | 47 |
|
|
2017
Q1 | $98.4M | Sell |
2,691,312
-152,296
| -5% | -$5.79M | 0.58% | 40 |
|
|
2016
Q4 | $109M | Sell |
2,843,608
-238,670
| -8% | -$8.65M | 0.65% | 37 |
|
|
2016
Q3 | $100M | Sell |
3,082,278
-622,865
| -17% | -$20M | 0.63% | 45 |
|
|
2016
Q2 | $122M | Buy |
+3,705,143
| New | +$124M | 0.69% | 38 |
|
|
2016
Q1 | – | Sell |
-4,298,302
| Closed | -$134M | – | 871 |
|
|
2015
Q4 | $134M | Sell |
4,298,302
-124,799
| -3% | -$4.12M | 0.83% | 32 |
|
|
2015
Q3 | $143M | Buy |
4,423,101
+30,545
| +0.7% | +$990K | 0.87% | 34 |
|
|
2015
Q2 | $148M | Sell |
4,392,556
-346,509
| -7% | -$11.4M | 0.8% | 35 |
|
|
2015
Q1 | $146M | Buy |
4,739,065
+111,159
| +2% | +$3.55M | 0.77% | 36 |
|
|
2014
Q4 | $167M | Buy |
4,627,906
+814,487
| +21% | +$29.1M | 0.85% | 35 |
|
|
2014
Q3 | $138M | Sell |
3,813,419
-96,464
| -2% | -$3.62M | 0.69% | 39 |
|
|
2014
Q2 | $144M | Sell |
3,909,883
-293,514
| -7% | -$10.1M | 0.67% | 46 |
|
|
2014
Q1 | $146M | Buy |
4,203,397
+610,038
| +17% | +$21M | 0.71% | 40 |
|
|
2013
Q4 | $127M | Buy |
3,593,359
+890,739
| +33% | +$30.3M | 0.64% | 42 |
|
|
2013
Q3 | $86.4M | Buy |
2,702,620
+164,096
| +6% | +$5.22M | 0.44% | 61 |
|
|
2013
Q2 | $75.2M | Buy |
+2,538,524
| New | +$72.2M | 0.36% | 76 |
|
Other funds holding SLF
VCM
Mackenzie Financial's SLF Position: Q1 2026 in Review
Mackenzie Financial reduced its Sun Life Financial (SLF) stake by 1.7% in Q1 2026, selling an estimated $6.78M and leaving 6,102,537 shares worth $382M. The position accounts for 0.46% of the portfolio, ranked #51.
Mackenzie Financial first reported a position in SLF in Q2 2013 and has held it in 51 quarters since. The position peaked at $935M in Q1 2022. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- Mackenzie Financial held 6,102,537 shares of Sun Life Financial worth $382M as of Q1 2026.
- Mackenzie Financial sold 106,052 Sun Life Financial shares in Q1 2026, an estimated $6.78M.
- Sun Life Financial made up 0.46% of Mackenzie Financial's portfolio in Q1 2026, its #51 holding.
- Mackenzie Financial first reported a position in Sun Life Financial in Q2 2013 and has held it in 51 quarters since.
- Mackenzie Financial's Sun Life Financial position peaked at $935M in Q1 2022.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.