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

Penserra 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	$2K	Hold	33	–	–	﹤0.01%	1055
2026 Q1	$2K	Hold	33	–	–	﹤0.01%	1018
2025 Q4	$2K	Sell	33 -15	-31%	-$906	﹤0.01%	993
2025 Q3	$2K	Hold	48	–	–	﹤0.01%	971
2025 Q2	$3K	Hold	48	–	–	﹤0.01%	921
2025 Q1	$2K	Hold	48	–	–	﹤0.01%	991
2024 Q4	$2K	Hold	48	–	–	﹤0.01%	1074
2024 Q3	$2K	Hold	48	–	–	﹤0.01%	1033
2024 Q2	$2K	Hold	48	–	–	﹤0.01%	1180
2024 Q1	$2K	Hold	48	–	–	﹤0.01%	1159
2023 Q4	$2K	Hold	48	–	–	﹤0.01%	1215
2023 Q3	$2K	Buy	48 +16	+50%	+$802	﹤0.01%	1203
2023 Q2	$1K	Hold	32	–	–	﹤0.01%	1245
2023 Q1	$1K	Hold	32	–	–	﹤0.01%	1075
2022 Q4	$1K	Buy	+32	New	+$1.42K	﹤0.01%	1115

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

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

Penserra Capital Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Penserra Capital Management first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Penserra Capital Management held 33 shares of Sun Life Financial worth $2K as of Q2 2026.
Penserra Capital Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #1055 holding.
Penserra Capital Management first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
Penserra Capital Management's Sun Life Financial position peaked at $3K in Q2 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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