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MassMutual Private Wealth & Trust’s Sun Life Financial SLF Stock Holding History

MassMutual Private Wealth & Trust’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 		$158K Buy
2,017
+16
+0.8% +$1.15K ﹤0.01% 486
2026
Q1 		$125K Sell
2,001
-200
-9% -$12.8K ﹤0.01% 532
2025
Q4 		$137K Sell
2,201
-67
-3% -$4.05K ﹤0.01% 523
2025
Q3 		$136K Buy
2,268
+35
+2% +$2.1K ﹤0.01% 514
2025
Q2 		$148K Buy
2,233
+18
+0.8% +$1.1K ﹤0.01% 499
2025
Q1 		$127K Sell
2,215
-56
-2% -$3.19K ﹤0.01% 509
2024
Q4 		$135K Buy
2,271
+87
+4% +$5.13K ﹤0.01% 519
2024
Q3 		$127K Sell
2,184
-321
-13% -$16.8K ﹤0.01% 479
2024
Q2 		$123K Buy
2,505
+492
+24% +$25K ﹤0.01% 479
2024
Q1 		$110K Buy
2,013
+43
+2% +$2.27K ﹤0.01% 462
2023
Q4 		$102K Sell
1,970
-256
-12% -$12.6K ﹤0.01% 463
2023
Q3 		$109K Buy
2,226
+15
+0.7% +$752 ﹤0.01% 437
2023
Q2 		$115K Buy
2,211
+656
+42% +$32.2K ﹤0.01% 417
2023
Q1 		$72.6K Sell
1,555
-463
-23% -$22.3K ﹤0.01% 466
2022
Q4 		$94K Buy
2,018
+867
+75% +$38.4K ﹤0.01% 417
2022
Q3 		$46K Buy
1,151
+11
+1% +$493 ﹤0.01% 471
2022
Q2 		$52K Sell
1,140
-95
-8% -$4.73K ﹤0.01% 463
2022
Q1 		$69K Sell
1,235
-8
-0.6% -$441 ﹤0.01% 428
2021
Q4 		$69K Buy
1,243
+91
+8% +$5.03K ﹤0.01% 450
2021
Q3 		$59K Buy
1,152
+38
+3% +$1.96K ﹤0.01% 458
2021
Q2 		$57K Buy
1,114
+73
+7% +$3.86K ﹤0.01% 459
2021
Q1 		$53K Hold
1,041
– – ﹤0.01% 430
2020
Q4 		$46K Hold
1,041
– – ﹤0.01% 453
2020
Q3 		$42K Sell
1,041
-175
-14% -$7.08K ﹤0.01% 436
2020
Q2 		$45K Buy
1,216
+175
+17% +$6.01K ﹤0.01% 416
2020
Q1 		$33K Hold
1,041
– – ﹤0.01% 404
2019
Q4 		$47K Hold
1,041
– – ﹤0.01% 437
2019
Q3 		$47K Hold
1,041
– – ﹤0.01% 433
2019
Q2 		$43K Hold
1,041
– – ﹤0.01% 434
2019
Q1 		$40K Hold
1,041
– – ﹤0.01% 447
2018
Q4 		$34.6K Hold
1,041
– – ﹤0.01% 441
2018
Q3 		$41.4K Hold
1,041
– – ﹤0.01% 441
2018
Q2 		$41.8K Hold
1,041
– – ﹤0.01% 433
2018
Q1 		$42.8K Hold
1,041
– – ﹤0.01% 425
2017
Q4 		$43K Hold
1,041
– – ﹤0.01% 459
2017
Q3 		$41.5K Buy
1,041
+117
+13% +$4.46K ﹤0.01% 533
2017
Q2 		$33K Hold
924
– – ﹤0.01% 544
2017
Q1 		$33.8K Hold
924
– – ﹤0.01% 523
2016
Q4 		$35.5K Buy
+924
New +$33.5K ﹤0.01% 379
2016
Q2 		$288K Buy
8,758
+7,834
+848% +$263K 0.04% 265
2016
Q1 		$29.8K Buy
+924
New +$27.1K ﹤0.01% 405
2015
Q4 		– Sell
-31
Closed -$1.13K – 938
2015
Q3 		$1.13K Hold
31
– – ﹤0.01% 738
2015
Q2 		$1.14K Buy
+31
New +$1.02K ﹤0.01% 670
2014
Q2 		– Sell
-31
Closed -$1.07K – 595
2014
Q1 		$1.07K Buy
+31
New +$1.07K ﹤0.01% 560

Other funds holding SLF

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's SLF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Sun Life Financial (SLF) stake by 0.8% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,017 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

MassMutual Private Wealth & Trust first reported a position in SLF in Q1 2014 and has held it in 44 quarters since. The position peaked at $288K in Q2 2016. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,017 shares of Sun Life Financial worth $158K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 16 Sun Life Financial shares in Q2 2026, an estimated $1.15K.
  • Sun Life Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #486 holding.
  • MassMutual Private Wealth & Trust first reported a position in Sun Life Financial in Q1 2014 and has held it in 44 quarters since.
  • MassMutual Private Wealth & Trust's Sun Life Financial position peaked at $288K in Q2 2016.
  • 168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.