Mason & Associates (California)’s Sun Life Financial SLF Stock Holding History

Mason & Associates (California)’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	$1.57M	Hold	20,068	–	–	0.25%	53
2026 Q1	$1.24M	Hold	20,068	–	–	0.24%	57
2025 Q4	$1.25M	Sell	20,068 -1,932	-9%	-$117K	0.24%	54
2025 Q3	$1.32M	Hold	22,000	–	–	0.27%	45
2025 Q2	$1.46M	Hold	22,000	–	–	0.34%	45
2025 Q1	$1.26M	Hold	22,000	–	–	0.31%	44
2024 Q4	$1.31M	Hold	22,000	–	–	0.31%	48
2024 Q3	$1.28M	Hold	22,000	–	–	0.32%	45
2024 Q2	$1.08M	Hold	22,000	–	–	0.29%	44
2024 Q1	$1.2M	Hold	22,000	–	–	0.32%	40
2023 Q4	$1.14M	Hold	22,000	–	–	0.34%	27
2023 Q3	$1.07M	Hold	22,000	–	–	0.34%	32
2023 Q2	$1.15M	Hold	22,000	–	–	0.34%	34
2023 Q1	$1.03M	Hold	22,000	–	–	0.31%	33
2022 Q4	$1.02M	Hold	22,000	–	–	0.33%	28
2022 Q3	$875K	Hold	22,000	–	–	0.31%	29
2022 Q2	$1.01M	Hold	22,000	–	–	0.35%	29
2022 Q1	$1.23M	Hold	22,000	–	–	0.38%	37
2021 Q4	$1.23M	Buy	+22,000	New	+$1.22M	0.37%	34

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

Mason & Associates (California)'s SLF Position: Q2 2026 in Review

Mason & Associates (California) held its Sun Life Financial (SLF) position steady in Q2 2026 at 20,068 shares worth $1.57M. The position accounts for 0.25% of the portfolio, ranked #53.

Mason & Associates (California) first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mason & Associates (California) held 20,068 shares of Sun Life Financial worth $1.57M as of Q2 2026.
Mason & Associates (California) left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.25% of Mason & Associates (California)'s portfolio in Q2 2026, its #53 holding.
Mason & Associates (California) first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.