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Plato Investment Management’s Sun Life Financial SLF Stock Holding History

Plato Investment 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 		$2.89M Buy
37,016
+26,300
+245% +$1.89M 0.16% 134
2026
Q1 		$669K Buy
+10,716
New +$685K 0.05% 318
2025
Q2 		– Sell
-1,148
Closed -$66.4K – 556
2025
Q1 		$66.4K Sell
1,148
-597
-34% -$34K 0.01% 445
2024
Q4 		$104K Hold
1,745
– – 0.01% 459
2024
Q3 		$101K Buy
+1,745
New +$91.2K 0.01% 426

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

Plato Investment Management's SLF Position: Q2 2026 in Review

Plato Investment Management increased its Sun Life Financial (SLF) stake by 245% in Q2 2026, buying an estimated $1.89M and bringing the position to 37,016 shares worth $2.89M. The position accounts for 0.16% of the portfolio, ranked #134.

Plato Investment Management first reported a position in SLF in Q3 2024 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Plato Investment Management held 37,016 shares of Sun Life Financial worth $2.89M as of Q2 2026.
  • Plato Investment Management bought 26,300 Sun Life Financial shares in Q2 2026, an estimated $1.89M.
  • Sun Life Financial made up 0.16% of Plato Investment Management's portfolio in Q2 2026, its #134 holding.
  • Plato Investment Management first reported a position in Sun Life Financial in Q3 2024 and has held it in 5 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.