MV Capital Management
SLF icon

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
Q3 		$1.79K Hold
23
– – ﹤0.01% 812
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

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MV Capital Management's SLF Position: Q3 2026 in Review

MV Capital Management held its Sun Life Financial (SLF) position steady in Q3 2026 at 23 shares worth $1.79K. 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 4 quarters since. The position peaked at $1.8K in Q2 2026. 413 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • MV Capital Management held 23 shares of Sun Life Financial worth $1.79K as of Q3 2026.
  • MV Capital Management left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #812 holding.
  • MV Capital Management first reported a position in Sun Life Financial in Q4 2025 and has held it in 4 quarters since.
  • MV Capital Management's Sun Life Financial position peaked at $1.8K in Q2 2026.
  • 413 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.