Old Port Advisors’s Sun Life Financial SLF Stock Holding History

Old Port Advisors’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	$1.96M	Buy	24,949 +759	+3%	+$54.6K	0.39%	77
2026 Q1	$1.51M	Buy	24,190 +3,396	+16%	+$217K	0.35%	91
2025 Q4	$1.3M	Buy	20,794 +2,122	+11%	+$128K	0.32%	94
2025 Q3	$1.12M	Buy	18,672 +6,305	+51%	+$379K	0.28%	106
2025 Q2	$822K	Buy	+12,367	New	+$758K	0.22%	117

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

Old Port Advisors's SLF Position: Q2 2026 in Review

Old Port Advisors increased its Sun Life Financial (SLF) stake by 3.1% in Q2 2026, buying an estimated $54.6K and bringing the position to 24,949 shares worth $1.96M. The position accounts for 0.39% of the portfolio, ranked #77.

Old Port Advisors first reported a position in SLF in Q2 2025 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Old Port Advisors held 24,949 shares of Sun Life Financial worth $1.96M as of Q2 2026.
Old Port Advisors bought 759 Sun Life Financial shares in Q2 2026, an estimated $54.6K.
Sun Life Financial made up 0.39% of Old Port Advisors's portfolio in Q2 2026, its #77 holding.
Old Port Advisors first reported a position in Sun Life Financial in Q2 2025 and has held it in 5 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.