NAM
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NorthCrest Asset Manangement’s Sun Life Financial SLF Stock Holding History

NorthCrest Asset Manangement’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 		$867K Hold
10,801
– – 0.02% 415
2026
Q1 		$687K Hold
10,801
– – 0.02% 397
2025
Q4 		$686K Hold
10,801
– – 0.02% 460
2025
Q3 		$657K Hold
10,801
– – 0.02% 421
2025
Q2 		$706K Hold
10,801
– – 0.02% 361
2025
Q1 		$618K Buy
10,801
+180
+2% +$10.3K 0.02% 388
2024
Q4 		$630K Hold
10,621
– – 0.02% 364
2024
Q3 		$616K Hold
10,621
– – 0.02% 369
2024
Q2 		$520K Hold
10,621
– – 0.02% 379
2024
Q1 		$580K Sell
10,621
-786
-7% -$41.6K 0.02% 358
2023
Q4 		$592K Sell
11,407
-395
-3% -$19.4K 0.02% 351
2023
Q3 		$576K Hold
11,802
– – 0.02% 338
2023
Q2 		$615K Hold
11,802
– – 0.02% 324
2023
Q1 		$551K Buy
11,802
+2,002
+20% +$96.4K 0.02% 344
2022
Q4 		$455K Sell
9,800
-1,581
-14% -$70K 0.03% 288
2022
Q3 		$453K Buy
+11,381
New +$510K 0.02% 315

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

NorthCrest Asset Manangement's SLF Position: Q2 2026 in Review

NorthCrest Asset Manangement held its Sun Life Financial (SLF) position steady in Q2 2026 at 10,801 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #415.

NorthCrest Asset Manangement first reported a position in SLF in Q3 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • NorthCrest Asset Manangement held 10,801 shares of Sun Life Financial worth $867K as of Q2 2026.
  • NorthCrest Asset Manangement left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #415 holding.
  • NorthCrest Asset Manangement first reported a position in Sun Life Financial in Q3 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.