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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
Q2 		$251K Hold
3,201
– – 0.13% 47
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
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

McDonough Capital Management's SLF Position: Q2 2026 in Review

McDonough Capital Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 3,201 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #47.

McDonough Capital Management first reported a position in SLF in Q2 2025 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • McDonough Capital Management held 3,201 shares of Sun Life Financial worth $251K as of Q2 2026.
  • McDonough Capital Management left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.13% of McDonough Capital Management's portfolio in Q2 2026, its #47 holding.
  • McDonough Capital Management first reported a position in Sun Life Financial in Q2 2025 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.