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Principal Street Partners’s Sun Life Financial SLF Stock Holding History

Principal Street Partners’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 		$233K Buy
+2,977
New +$214K 0.03% 238
2025
Q3 		– Sell
-6,056
Closed -$402K – 350
2025
Q2 		$402K Buy
+6,056
New +$371K 0.04% 228

Other funds holding SLF

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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

Principal Street Partners's SLF Position: Q2 2026 in Review

Principal Street Partners opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,977 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings. This is a return to the name: Principal Street Partners previously reported a position in SLF as recently as Q2 2025.

Principal Street Partners first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. The position peaked at $402K in Q2 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Principal Street Partners held 2,977 shares of Sun Life Financial worth $233K as of Q2 2026.
  • Sun Life Financial was a new Principal Street Partners position in Q2 2026.
  • Sun Life Financial made up 0.03% of Principal Street Partners's portfolio in Q2 2026, its #238 holding.
  • Principal Street Partners first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
  • Principal Street Partners's Sun Life Financial position peaked at $402K in Q2 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.