Pathstone Holdings
SLF icon

Pathstone Holdings’s Sun Life Financial SLF Stock Holding History

Pathstone 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 		$1.2M Buy
15,275
+81
+0.5% +$5.83K ﹤0.01% 1415
2026
Q1 		$950K Buy
15,194
+3,740
+33% +$239K ﹤0.01% 1437
2025
Q4 		$715K Buy
11,454
+463
+4% +$28K ﹤0.01% 1586
2025
Q3 		$660K Sell
10,991
-227
-2% -$13.7K ﹤0.01% 1630
2025
Q2 		$745K Buy
11,218
+265
+2% +$16.3K ﹤0.01% 1537
2025
Q1 		$627K Sell
10,953
-52
-0.5% -$2.96K ﹤0.01% 1611
2024
Q4 		$653K Sell
11,005
-14
-0.1% -$826 ﹤0.01% 1610
2024
Q3 		$639K Buy
11,019
+144
+1% +$7.53K ﹤0.01% 1613
2024
Q2 		$533K Buy
10,875
+336
+3% +$17.1K ﹤0.01% 1655
2024
Q1 		$575K Sell
10,539
-324
-3% -$17.1K ﹤0.01% 1618
2023
Q4 		$563K Buy
+10,863
New +$535K ﹤0.01% 1429

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

Pathstone Holdings's SLF Position: Q2 2026 in Review

Pathstone Holdings increased its Sun Life Financial (SLF) stake by 0.53% in Q2 2026, buying an estimated $5.83K and bringing the position to 15,275 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Pathstone Holdings first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Pathstone Holdings held 15,275 shares of Sun Life Financial worth $1.2M as of Q2 2026.
  • Pathstone Holdings bought 81 Sun Life Financial shares in Q2 2026, an estimated $5.83K.
  • Sun Life Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1415 holding.
  • Pathstone Holdings first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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