MAI Capital Management’s Sun Life Financial SLF Stock Holding History

MAI Capital Management’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	$248K	Buy	3,158 +1,317	+72%	+$94.8K	﹤0.01%	1694
2026 Q1	$115K	Buy	1,841 +112	+6%	+$7.16K	﹤0.01%	1762
2025 Q4	$108K	Buy	1,729 +1,273	+279%	+$76.9K	﹤0.01%	1600
2025 Q3	$27.4K	Sell	456 -440	-49%	-$26.5K	﹤0.01%	2261
2025 Q2	$59.5K	Buy	896 +492	+122%	+$30.2K	﹤0.01%	1758
2025 Q1	$23.1K	Hold	404	–	–	﹤0.01%	2120
2024 Q4	$24K	Buy	+404	New	+$23.8K	﹤0.01%	2138

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MAI Capital Management's SLF Position: Q2 2026 in Review

MAI Capital Management increased its Sun Life Financial (SLF) stake by 72% in Q2 2026, buying an estimated $94.8K and bringing the position to 3,158 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

MAI Capital Management first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

MAI Capital Management held 3,158 shares of Sun Life Financial worth $248K as of Q2 2026.
MAI Capital Management bought 1,317 Sun Life Financial shares in Q2 2026, an estimated $94.8K.
Sun Life Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1694 holding.
MAI Capital Management first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.