&Partners’s Sun Life Financial SLF Stock Holding History

&Partners’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	$455K	Sell	5,805 -1,341	-19%	-$96.5K	﹤0.01%	1882
2026 Q1	$414K	Buy	7,146 +3,297	+86%	+$211K	﹤0.01%	1805
2025 Q4	$240K	Sell	3,849 -8	-0.2%	-$483	﹤0.01%	2046
2025 Q3	$232K	Buy	3,857 +55	+1%	+$3.31K	﹤0.01%	1889
2025 Q2	$253K	Buy	3,802 +77	+2%	+$4.72K	﹤0.01%	1705
2025 Q1	$211K	Sell	3,725 -39	-1%	-$2.22K	﹤0.01%	1609
2024 Q4	$223K	Buy	+3,764	New	+$222K	﹤0.01%	1482

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

&Partners's SLF Position: Q2 2026 in Review

&Partners reduced its Sun Life Financial (SLF) stake by 19% in Q2 2026, selling an estimated $96.5K and leaving 5,805 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

&Partners first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

&Partners held 5,805 shares of Sun Life Financial worth $455K as of Q2 2026.
&Partners sold 1,341 Sun Life Financial shares in Q2 2026, an estimated $96.5K.
Sun Life Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1882 holding.
&Partners first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.