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PFG Investments’s Sun Life Financial SLF Stock Holding History

PFG Investments’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 		$575K Buy
7,338
+54
+0.7% +$3.89K 0.02% 601
2026
Q1 		$456K Sell
7,284
-265
-4% -$16.9K 0.02% 645
2025
Q4 		$471K Buy
7,549
+793
+12% +$47.9K 0.02% 594
2025
Q3 		$406K Buy
6,756
+511
+8% +$30.7K 0.02% 634
2025
Q2 		$415K Buy
6,245
+124
+2% +$7.6K 0.02% 595
2025
Q1 		$351K Buy
6,121
+38
+0.6% +$2.17K 0.02% 625
2024
Q4 		$361K Buy
6,083
+39
+0.6% +$2.3K 0.02% 630
2024
Q3 		$351K Buy
6,044
+614
+11% +$32.1K 0.02% 638
2024
Q2 		$266K Buy
5,430
+27
+0.5% +$1.37K 0.02% 705
2024
Q1 		$295K Buy
+5,403
New +$286K 0.02% 742

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

PFG Investments's SLF Position: Q2 2026 in Review

PFG Investments increased its Sun Life Financial (SLF) stake by 0.74% in Q2 2026, buying an estimated $3.89K and bringing the position to 7,338 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #601.

PFG Investments first reported a position in SLF in Q1 2024 and has held it in 10 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • PFG Investments held 7,338 shares of Sun Life Financial worth $575K as of Q2 2026.
  • PFG Investments bought 54 Sun Life Financial shares in Q2 2026, an estimated $3.89K.
  • Sun Life Financial made up 0.02% of PFG Investments's portfolio in Q2 2026, its #601 holding.
  • PFG Investments first reported a position in Sun Life Financial in Q1 2024 and has held it in 10 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.