Mitchell McLeod Pugh & Williams’s Sun Life Financial SLF Stock Holding History

Mitchell McLeod Pugh & Williams’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	$302K	Hold	3,848	–	–	0.04%	258
2026 Q1	$241K	Hold	3,848	–	–	0.04%	268
2025 Q4	$251K	Hold	3,848	–	–	0.04%	262
2025 Q3	$240K	Hold	3,848	–	–	0.04%	255
2025 Q2	$256K	Hold	3,848	–	–	0.05%	246
2025 Q1	$220K	Hold	3,848	–	–	0.05%	253
2024 Q4	$228K	Hold	3,848	–	–	0.05%	244
2024 Q3	$223K	Buy	+3,848	New	+$201K	0.05%	253
2024 Q2	–	Sell	-3,848	Closed	-$210K	–	266
2024 Q1	$210K	Buy	+3,848	New	+$204K	0.05%	251
2023 Q3	–	Sell	-3,848	Closed	-$201K	–	258
2023 Q2	$201K	Buy	+3,848	New	+$189K	0.06%	242
2022 Q2	–	Sell	-3,848	Closed	-$215K	–	231
2022 Q1	$215K	Hold	3,848	–	–	0.07%	216
2021 Q4	$214K	Buy	+3,848	New	+$213K	0.07%	219

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

Mitchell McLeod Pugh & Williams's SLF Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its Sun Life Financial (SLF) position steady in Q2 2026 at 3,848 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #258.

Mitchell McLeod Pugh & Williams first reported a position in SLF in Q4 2021 and has held it in 12 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mitchell McLeod Pugh & Williams held 3,848 shares of Sun Life Financial worth $302K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #258 holding.
Mitchell McLeod Pugh & Williams first reported a position in Sun Life Financial in Q4 2021 and has held it in 12 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.