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Prime Capital Investment Advisors’s Sun Life Financial SLF Stock Holding History

Prime Capital Investment Advisors’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 		$680K Buy
8,671
+401
+5% +$28.9K 0.01% 612
2026
Q1 		$517K Sell
8,270
-49
-0.6% -$3.13K 0.01% 665
2025
Q4 		$519K Buy
8,319
+74
+0.9% +$4.47K 0.01% 644
2025
Q3 		$495K Buy
8,245
+54
+0.7% +$3.25K 0.01% 640
2025
Q2 		$544K Buy
8,191
+1
+0% +$61 0.01% 593
2025
Q1 		$469K Sell
8,190
-89
-1% -$5.07K 0.01% 691
2024
Q4 		$491K Sell
8,279
-45
-0.5% -$2.65K 0.01% 575
2024
Q3 		$483K Sell
8,324
-516
-6% -$27K 0.01% 600
2024
Q2 		$433K Sell
8,840
-497
-5% -$25.2K 0.01% 615
2024
Q1 		$510K Sell
9,337
-527
-5% -$27.9K 0.01% 612
2023
Q4 		$512K Buy
9,864
+14
+0.1% +$689 0.01% 566
2023
Q3 		$481K Sell
9,850
-194
-2% -$9.72K 0.01% 476
2023
Q2 		$523K Buy
10,044
+3,705
+58% +$182K 0.01% 468
2023
Q1 		$296K Sell
6,339
-2,169
-25% -$104K 0.01% 433
2022
Q4 		$395K Buy
8,508
+2,654
+45% +$117K 0.02% 370
2022
Q3 		$233K Buy
+5,854
New +$262K 0.01% 351
2019
Q1 		– Sell
-291
Closed -$10K – 439
2018
Q4 		$10K Buy
+291
New +$10.5K ﹤0.01% 273

Other funds holding SLF

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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Prime Capital Investment Advisors's SLF Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Sun Life Financial (SLF) stake by 4.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 8,671 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #612.

Prime Capital Investment Advisors first reported a position in SLF in Q4 2018 and has held it in 17 quarters since. 336 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Prime Capital Investment Advisors held 8,671 shares of Sun Life Financial worth $680K as of Q2 2026.
  • Prime Capital Investment Advisors bought 401 Sun Life Financial shares in Q2 2026, an estimated $28.9K.
  • Sun Life Financial made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #612 holding.
  • Prime Capital Investment Advisors first reported a position in Sun Life Financial in Q4 2018 and has held it in 17 quarters since.
  • 336 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.