Osaic Holdings
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Osaic Holdings’s Sun Life Financial SLF Stock Holding History

Osaic Holdings’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 		$2.29M Buy
29,205
+7,264
+33% +$523K ﹤0.01% 2188
2026
Q1 		$1.37M Sell
21,941
-2,514
-10% -$161K ﹤0.01% 2406
2025
Q4 		$1.53M Buy
24,455
+1,011
+4% +$61.1K ﹤0.01% 2309
2025
Q3 		$1.38M Buy
23,444
+1,342
+6% +$80.7K ﹤0.01% 2501
2025
Q2 		$1.47M Buy
22,102
+6,783
+44% +$416K ﹤0.01% 2175
2025
Q1 		$878K Sell
15,319
-1,367
-8% -$77.9K ﹤0.01% 2357
2024
Q4 		$991K Buy
16,686
+1,418
+9% +$83.7K ﹤0.01% 2207
2024
Q3 		$886K Sell
15,268
-1,179
-7% -$61.6K ﹤0.01% 2349
2024
Q2 		$806K Sell
16,447
-30,766
-65% -$1.56M ﹤0.01% 2369
2024
Q1 		$2.58M Buy
47,213
+20,735
+78% +$1.1M 0.01% 1511
2023
Q4 		$1.37M Sell
26,478
-3,436
-11% -$169K ﹤0.01% 2198
2023
Q3 		$1.46M Buy
29,914
+8,064
+37% +$404K ﹤0.01% 2283
2023
Q2 		$1.14M Sell
21,850
-3,864
-15% -$190K ﹤0.01% 2393
2023
Q1 		$1.2M Sell
25,714
-2,040
-7% -$98.2K ﹤0.01% 2279
2022
Q4 		$1.29M Buy
27,754
+5,666
+26% +$251K ﹤0.01% 2135
2022
Q3 		$879K Buy
22,088
+3,319
+18% +$149K ﹤0.01% 2358
2022
Q2 		$861K Buy
18,769
+39
+0.2% +$1.94K ﹤0.01% 2429
2022
Q1 		$1.05M Buy
18,730
+812
+5% +$44.7K ﹤0.01% 2536
2021
Q4 		$999K Sell
17,918
-6,842
-28% -$378K ﹤0.01% 2405
2021
Q3 		$1.27M Buy
24,760
+5,913
+31% +$304K ﹤0.01% 2114
2021
Q2 		$970K Sell
18,847
-7,370
-28% -$389K ﹤0.01% 2378
2021
Q1 		$1.33M Buy
26,217
+1,389
+6% +$68K ﹤0.01% 1977
2020
Q4 		$1.1M Buy
24,828
+220
+0.9% +$9.53K ﹤0.01% 1941
2020
Q3 		$1M Buy
24,608
+1,411
+6% +$57.1K ﹤0.01% 1831
2020
Q2 		$852K Sell
23,197
-29,701
-56% -$1.02M ﹤0.01% 1876
2020
Q1 		$627K Buy
+52,898
New +$2.27M ﹤0.01% 1882

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Osaic Holdings's SLF Position: Q2 2026 in Review

Osaic Holdings increased its Sun Life Financial (SLF) stake by 33% in Q2 2026, buying an estimated $523K and bringing the position to 29,205 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Osaic Holdings first reported a position in SLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.58M in Q1 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Osaic Holdings held 29,205 shares of Sun Life Financial worth $2.29M as of Q2 2026.
  • Osaic Holdings bought 7,264 Sun Life Financial shares in Q2 2026, an estimated $523K.
  • Sun Life Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2188 holding.
  • Osaic Holdings first reported a position in Sun Life Financial in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Sun Life Financial position peaked at $2.58M in Q1 2024.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.