Mascoma Wealth Management’s Sun Life Financial SLF Stock Holding History

Mascoma Wealth 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	$76	Hold	1	–	–	﹤0.01%	604
2026 Q1	$61	Hold	1	–	–	﹤0.01%	512
2025 Q4	$61	Sell	1 -19	-95%	-$1.15K	﹤0.01%	495
2025 Q3	$1.2K	Hold	20	–	–	﹤0.01%	438
2025 Q2	$1.33K	Hold	20	–	–	﹤0.01%	448
2025 Q1	$1.14K	Hold	20	–	–	﹤0.01%	473
2024 Q4	$1.19K	Hold	20	–	–	﹤0.01%	491
2024 Q3	$1.16K	Hold	20	–	–	﹤0.01%	435
2024 Q2	$978	Hold	20	–	–	﹤0.01%	471
2024 Q1	$1.09K	Hold	20	–	–	﹤0.01%	435
2023 Q4	$1.04K	Hold	20	–	–	﹤0.01%	450
2023 Q3	$975	Hold	20	–	–	﹤0.01%	482
2023 Q2	$1.02K	Hold	20	–	–	﹤0.01%	461
2023 Q1	$980	Hold	20	–	–	﹤0.01%	566
2022 Q4	$927	Hold	20	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	587
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	591
2022 Q1	$1K	Buy	+20	New	+$1.1K	﹤0.01%	575

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

Mascoma Wealth Management's SLF Position: Q2 2026 in Review

Mascoma Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Mascoma Wealth Management first reported a position in SLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.33K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mascoma Wealth Management held 1 share of Sun Life Financial worth $76 as of Q2 2026.
Mascoma Wealth Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #604 holding.
Mascoma Wealth Management first reported a position in Sun Life Financial in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's Sun Life Financial position peaked at $1.33K in Q2 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.