North Star Investment Management’s Sun Life Financial SLF Stock Holding History

North Star Investment 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	$3.69K	Hold	47	–	–	﹤0.01%	1310
2026 Q1	$2.94K	Buy	47 +7	+18%	+$447	﹤0.01%	1339
2025 Q4	$2.5K	Buy	+40	New	+$2.42K	﹤0.01%	1283
2022 Q2	–	Sell	-500	Closed	-$24.9K	–	1178
2022 Q1	$28K	Hold	500	–	–	﹤0.01%	689
2021 Q4	$28K	Sell	500 -500	-50%	-$27.6K	﹤0.01%	722
2021 Q3	$51K	Sell	1,000 -689	-41%	-$35.4K	﹤0.01%	584
2021 Q2	$87K	Hold	1,689	–	–	0.01%	499
2021 Q1	$85K	Hold	1,689	–	–	0.01%	473
2020 Q4	$75K	Hold	1,689	–	–	0.01%	477
2020 Q3	$69K	Hold	1,689	–	–	0.01%	458
2020 Q2	$62K	Hold	1,689	–	–	0.01%	462
2020 Q1	$54K	Hold	1,689	–	–	0.01%	471
2019 Q4	$77K	Hold	1,689	–	–	0.01%	476
2019 Q3	$76K	Buy	+1,689	New	+$70.6K	0.01%	473
2019 Q2	–	Sell	-1,689	Closed	-$65K	–	841
2019 Q1	$65K	Hold	1,689	–	–	0.01%	508
2018 Q4	$56K	Hold	1,689	–	–	0.01%	500
2018 Q3	$67K	Hold	1,689	–	–	0.01%	506
2018 Q2	$68K	Hold	1,689	–	–	0.01%	502
2018 Q1	$69K	Hold	1,689	–	–	0.01%	498
2017 Q4	$70K	Hold	1,689	–	–	0.01%	488
2017 Q3	$67K	Hold	1,689	–	–	0.01%	496
2017 Q2	$60K	Buy	+1,689	New	+$58.3K	0.01%	505

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

North Star Investment Management's SLF Position: Q2 2026 in Review

North Star Investment Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 47 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

North Star Investment Management first reported a position in SLF in Q2 2017 and has held it in 22 quarters since. The position peaked at $87K in Q2 2021. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

North Star Investment Management held 47 shares of Sun Life Financial worth $3.69K as of Q2 2026.
North Star Investment Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1310 holding.
North Star Investment Management first reported a position in Sun Life Financial in Q2 2017 and has held it in 22 quarters since.
North Star Investment Management's Sun Life Financial position peaked at $87K in Q2 2021.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.