PTC
SLF icon

Private Trust Company’s Sun Life Financial SLF Stock Holding History

Private Trust Company’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 		$51.1K Buy
651
+154
+31% +$11.1K ﹤0.01% 1358
2026
Q1 		$31.1K Hold
497
– – ﹤0.01% 1502
2025
Q4 		$31K Hold
497
– – ﹤0.01% 1466
2025
Q3 		$29.9K Buy
497
+68
+16% +$4.09K ﹤0.01% 1474
2025
Q2 		$28.5K Buy
429
+243
+131% +$14.9K ﹤0.01% 1430
2025
Q1 		$10.7K Hold
186
– – ﹤0.01% 1782
2024
Q4 		$11.1K Buy
186
+1
+0.5% +$59 ﹤0.01% 1723
2024
Q3 		$10.7K Buy
185
+1
+0.5% +$52 ﹤0.01% 1691
2024
Q2 		$9K Buy
184
+2
+1% +$101 ﹤0.01% 1721
2024
Q1 		$9.93K Buy
182
+1
+0.6% +$53 ﹤0.01% 1656
2023
Q4 		$9.37K Buy
181
+2
+1% +$98 ﹤0.01% 1676
2023
Q3 		$8.74K Buy
179
+1
+0.6% +$50 ﹤0.01% 1645
2023
Q2 		$9.25K Buy
178
+2
+1% +$98 ﹤0.01% 1649
2023
Q1 		$8.22K Buy
176
+1
+0.6% +$48 ﹤0.01% 1654
2022
Q4 		$8K Buy
175
+2
+1% +$88 ﹤0.01% 1649
2022
Q3 		$7K Sell
173
-162
-48% -$7.26K ﹤0.01% 1585
2022
Q2 		$15K Buy
+335
New +$16.7K ﹤0.01% 1335
2014
Q4 		– Sell
-500
Closed -$18K – 1038
2014
Q3 		$18K Hold
500
– – 0.01% 898
2014
Q2 		$18K Hold
500
– – 0.01% 865
2014
Q1 		$17K Hold
500
– – 0.01% 790
2013
Q4 		$18K Hold
500
– – 0.01% 752
2013
Q3 		$16K Hold
500
– – 0.01% 738
2013
Q2 		$15K Buy
+500
New +$14.2K 0.01% 716

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

Private Trust Company's SLF Position: Q2 2026 in Review

Private Trust Company increased its Sun Life Financial (SLF) stake by 31% in Q2 2026, buying an estimated $11.1K and bringing the position to 651 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Private Trust Company first reported a position in SLF in Q2 2013 and has held it in 23 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Private Trust Company held 651 shares of Sun Life Financial worth $51.1K as of Q2 2026.
  • Private Trust Company bought 154 Sun Life Financial shares in Q2 2026, an estimated $11.1K.
  • Sun Life Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1358 holding.
  • Private Trust Company first reported a position in Sun Life Financial in Q2 2013 and has held it in 23 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.