Nicola Wealth Management’s Sun Life Financial SLF Stock Holding History

Nicola Wealth 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	$16.1M	Sell	204,800 -189,600	-48%	-$13.6M	1.85%	25
2026 Q1	$24.7M	Buy	394,400 +27,500	+7%	+$1.76M	2.97%	3
2025 Q4	$22.9M	Buy	366,900 +10,100	+3%	+$610K	2.08%	12
2025 Q3	$21.4M	Buy	356,800 +79,500	+29%	+$4.78M	1.91%	17
2025 Q2	$18.4M	Buy	277,300 +103,100	+59%	+$6.32M	1.73%	20
2025 Q1	$9.97M	Buy	+174,200	New	+$9.93M	0.97%	45
2020 Q4	–	Sell	-146,600	Closed	-$5.97M	–	117
2020 Q3	$5.97M	Hold	146,600	–	–	0.85%	53
2020 Q2	$5.39M	Hold	146,600	–	–	0.75%	55
2020 Q1	$6.64M	Hold	146,600	–	–	1%	40
2019 Q4	$8.68M	Sell	146,600 -10,000	-6%	-$450K	1.31%	24
2019 Q3	$9.28M	Sell	156,600 -44,000	-22%	-$1.84M	1.45%	25
2019 Q2	$10.9M	Hold	200,600	–	–	1.8%	13
2019 Q1	$10.3M	Sell	200,600 -59,000	-23%	-$2.17M	1.54%	15
2018 Q4	$11.8M	Hold	259,600	–	–	1.94%	10
2018 Q3	$13.3M	Buy	259,600 +36,000	+16%	+$1.44M	2.29%	6
2018 Q2	$11.8M	Hold	223,600	–	–	2.29%	9
2018 Q1	$11.8M	Buy	+223,600	New	+$9.43M	2.38%	5

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

Nicola Wealth Management's SLF Position: Q2 2026 in Review

Nicola Wealth Management reduced its Sun Life Financial (SLF) stake by 48% in Q2 2026, selling an estimated $13.6M and leaving 204,800 shares worth $16.1M. The position accounts for 1.85% of the portfolio, ranked #25.

Nicola Wealth Management first reported a position in SLF in Q1 2018 and has held it in 17 quarters since. The position peaked at $24.7M in Q1 2026. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Nicola Wealth Management held 204,800 shares of Sun Life Financial worth $16.1M as of Q2 2026.
Nicola Wealth Management sold 189,600 Sun Life Financial shares in Q2 2026, an estimated $13.6M.
Sun Life Financial made up 1.85% of Nicola Wealth Management's portfolio in Q2 2026, its #25 holding.
Nicola Wealth Management first reported a position in Sun Life Financial in Q1 2018 and has held it in 17 quarters since.
Nicola Wealth Management's Sun Life Financial position peaked at $24.7M in Q1 2026.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.