Mather Group’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
Q2
$103K Buy
1,308
+432
+49% +$31.1K ﹤0.01% 941
2026
Q1
$54.8K Buy
+876
New +$56K ﹤0.01% 1044
2025
Q4
Sell
-151
Closed -$9.04K 1489
2025
Q3
$9.04K Buy
+151
New +$9.08K ﹤0.01% 1287
2025
Q2
Sell
-151
Closed -$8.62K 1543
2025
Q1
$8.62K Hold
151
﹤0.01% 1292
2024
Q4
$8.93K Hold
151
﹤0.01% 1270
2024
Q3
$8.73K Buy
151
+121
+403% +$6.32K ﹤0.01% 1199
2024
Q2
$1.64K Hold
30
﹤0.01% 1937
2024
Q1
$1.56K Buy
+30
New +$1.59K ﹤0.01% 1577

Other funds holding SLF

Mather Group's SLF Position: Q2 2026 in Review

Mather Group increased its Sun Life Financial (SLF) stake by 49% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,308 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Mather Group first reported a position in SLF in Q1 2024 and has held it in 8 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Mather Group held 1,308 shares of Sun Life Financial worth $103K as of Q2 2026.
  • Mather Group bought 432 Sun Life Financial shares in Q2 2026, an estimated $31.1K.
  • Sun Life Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #941 holding.
  • Mather Group first reported a position in Sun Life Financial in Q1 2024 and has held it in 8 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.