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

McDonough 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
Q1 		$200K Buy
+3,201
New +$205K 0.11% 50
2025
Q3 		– Sell
-3,182
Closed -$211K – 54
2025
Q2 		$211K Buy
+3,182
New +$195K 0.12% 51

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

McDonough Capital Management's SLF Position: Q1 2026 in Review

McDonough Capital Management opened a new position in Sun Life Financial (SLF) in Q1 2026: 3,201 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #50 among its holdings. This is a return to the name: McDonough Capital Management previously reported a position in SLF as recently as Q2 2025.

McDonough Capital Management first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. The position peaked at $211K in Q2 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • McDonough Capital Management held 3,201 shares of Sun Life Financial worth $200K as of Q1 2026.
  • Sun Life Financial was a new McDonough Capital Management position in Q1 2026.
  • Sun Life Financial made up 0.11% of McDonough Capital Management's portfolio in Q1 2026, its #50 holding.
  • McDonough Capital Management first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
  • McDonough Capital Management's Sun Life Financial position peaked at $211K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.