Mondrian Investment Partners’s Sun Life Financial SLF Stock Holding History

Mondrian Investment Partners’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	$49.2K	Buy	+442	New	+$31.8K	﹤0.01%	87
2020 Q3	–	Sell	-400	Closed	-$20K	–	115
2020 Q2	$20K	Hold	400	–	–	﹤0.01%	111
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	108
2019 Q4	$24K	Hold	400	–	–	﹤0.01%	119
2019 Q3	$24K	Hold	400	–	–	﹤0.01%	117
2019 Q2	$22K	Hold	400	–	–	﹤0.01%	116
2019 Q1	$21K	Buy	400 +3	+0.8%	+$110	﹤0.01%	121
2018 Q4	$18K	Hold	397	–	–	﹤0.01%	125
2018 Q3	$20K	Sell	397 -58	-13%	-$2.32K	﹤0.01%	118
2018 Q2	$24K	Hold	455	–	–	﹤0.01%	116
2018 Q1	$24K	Hold	455	–	–	﹤0.01%	121
2017 Q4	$24K	Hold	455	–	–	﹤0.01%	131
2017 Q3	$23K	Buy	+455	New	+$17.4K	﹤0.01%	125
2016 Q3	–	Sell	-716	Closed	-$30K	–	142
2016 Q2	$30K	Buy	716 +4	+0.6%	+$134	﹤0.01%	132
2016 Q1	$30K	Buy	712 +4	+0.6%	+$117	﹤0.01%	133
2015 Q4	$31K	Buy	708 +4	+0.6%	+$132	﹤0.01%	115
2015 Q3	$30K	Buy	704 +4	+0.6%	+$130	﹤0.01%	113
2015 Q2	$29K	Buy	+700	New	+$23.1K	﹤0.01%	94

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

Mondrian Investment Partners's SLF Position: Q2 2026 in Review

Mondrian Investment Partners opened a new position in Sun Life Financial (SLF) in Q2 2026: 442 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #87 among its holdings. This is a return to the name: Mondrian Investment Partners previously reported a position in SLF as recently as Q2 2020.

Mondrian Investment Partners first reported a position in SLF in Q2 2015 and has held it in 18 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mondrian Investment Partners held 442 shares of Sun Life Financial worth $49.2K as of Q2 2026.
Sun Life Financial was a new Mondrian Investment Partners position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Mondrian Investment Partners's portfolio in Q2 2026, its #87 holding.
Mondrian Investment Partners first reported a position in Sun Life Financial in Q2 2015 and has held it in 18 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.