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Princeton Global Asset Management’s Sun Life Financial SLF Stock Holding History

Princeton Global Asset 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 		$137K Hold
1,741
– – 0.02% 260
2026
Q1 		$109K Hold
1,741
– – 0.02% 271
2025
Q4 		$109K Hold
1,741
– – 0.02% 259
2025
Q3 		$105K Hold
1,741
– – 0.02% 244
2025
Q2 		$116K Buy
1,741
+74
+4% +$4.54K 0.02% 228
2025
Q1 		$95.5K Hold
1,667
– – 0.02% 230
2024
Q4 		$98.9K Buy
+1,667
New +$98.4K 0.02% 245

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Princeton Global Asset Management's SLF Position: Q2 2026 in Review

Princeton Global Asset Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,741 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #260.

Princeton Global Asset Management first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Princeton Global Asset Management held 1,741 shares of Sun Life Financial worth $137K as of Q2 2026.
  • Princeton Global Asset Management left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #260 holding.
  • Princeton Global Asset Management first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.