MV Capital Management’s Sun Life Financial SLF Stock Holding History

MV 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	$1.8K	Buy	23 +12	+109%	+$864	﹤0.01%	812
2026 Q1	$689	Buy	11 +6	+120%	+$384	﹤0.01%	924
2025 Q4	$312	Buy	+5	New	+$302	﹤0.01%	977

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

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

MV Capital Management increased its Sun Life Financial (SLF) stake by 109% in Q2 2026, buying an estimated $864 and bringing the position to 23 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

MV Capital Management first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

MV Capital Management held 23 shares of Sun Life Financial worth $1.8K as of Q2 2026.
MV Capital Management bought 12 Sun Life Financial shares in Q2 2026, an estimated $864.
Sun Life Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #812 holding.
MV Capital Management first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.