Mesirow Financial Investment Management’s Sun Life Financial SLF Stock Holding History

Mesirow Financial Investment 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	$446K	Buy	5,689 +19	+0.3%	+$1.37K	0.01%	380
2026 Q1	$355K	Buy	5,670 +19	+0.3%	+$1.22K	0.01%	400
2025 Q4	$353K	Buy	5,651 +19	+0.3%	+$1.15K	0.01%	377
2025 Q3	$338K	Buy	5,632 +2,222	+65%	+$134K	0.01%	431
2025 Q2	$227K	Buy	+3,410	New	+$209K	﹤0.01%	488
2025 Q1	–	Sell	-3,410	Closed	-$202K	–	623
2024 Q4	$202K	Buy	+3,410	New	+$201K	﹤0.01%	549

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mesirow Financial Investment Management's SLF Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Sun Life Financial (SLF) stake by 0.34% in Q2 2026, buying an estimated $1.37K and bringing the position to 5,689 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #380.

Mesirow Financial Investment Management first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mesirow Financial Investment Management held 5,689 shares of Sun Life Financial worth $446K as of Q2 2026.
Mesirow Financial Investment Management bought 19 Sun Life Financial shares in Q2 2026, an estimated $1.37K.
Sun Life Financial made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #380 holding.
Mesirow Financial Investment Management first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.