MFG
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Merit Financial Group’s Sun Life Financial SLF Stock Holding History

Merit Financial Group’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 		$299K Buy
3,818
+399
+12% +$28.7K ﹤0.01% 1815
2026
Q1 		$214K Sell
3,419
-700
-17% -$44.8K ﹤0.01% 1879
2025
Q4 		$257K Buy
4,119
+286
+7% +$17.3K ﹤0.01% 1654
2025
Q3 		$230K Buy
3,833
+150
+4% +$9.02K ﹤0.01% 1585
2025
Q2 		$245K Buy
3,683
+187
+5% +$11.5K ﹤0.01% 1444
2025
Q1 		$200K Buy
+3,496
New +$199K ﹤0.01% 1309

Other funds holding SLF

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Merit Financial Group's SLF Position: Q2 2026 in Review

Merit Financial Group increased its Sun Life Financial (SLF) stake by 12% in Q2 2026, buying an estimated $28.7K and bringing the position to 3,818 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Merit Financial Group first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Merit Financial Group held 3,818 shares of Sun Life Financial worth $299K as of Q2 2026.
  • Merit Financial Group bought 399 Sun Life Financial shares in Q2 2026, an estimated $28.7K.
  • Sun Life Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1815 holding.
  • Merit Financial Group first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.