One Capital Management’s Sun Life Financial SLF Stock Holding History

One 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 Q2	$637K	Hold	10,192	–	–	0.02%	357
2026 Q1	$637K	Buy	10,192 +25	+0.2%	+$1.6K	0.02%	353
2025 Q4	$635K	Buy	+10,167	New	+$614K	0.02%	358
2025 Q2	–	Sell	-12,044	Closed	-$689K	–	507
2025 Q1	$689K	Buy	+12,044	New	+$686K	0.02%	251
2014 Q4	–	Sell	-1,690	Closed	-$61K	–	409
2014 Q3	$61K	Buy	+1,690	New	+$63.5K	0.02%	214

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

One Capital Management's SLF Position: Q2 2026 in Review

One Capital Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 10,192 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #357.

One Capital Management first reported a position in SLF in Q3 2014 and has held it in 5 quarters since. The position peaked at $689K in Q1 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

One Capital Management held 10,192 shares of Sun Life Financial worth $637K as of Q2 2026.
One Capital Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.02% of One Capital Management's portfolio in Q2 2026, its #357 holding.
One Capital Management first reported a position in Sun Life Financial in Q3 2014 and has held it in 5 quarters since.
One Capital Management's Sun Life Financial position peaked at $689K in Q1 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.