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Purpose Unlimited Inc’s Sun Life Financial SLF Stock Holding History

Purpose Unlimited Inc’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 		$32.9M Buy
418,903
+35,235
+9% +$2.54M 1.26% 22
2026
Q1 		$24M Buy
383,668
+172,507
+82% +$11M 0.99% 23
2025
Q4 		$13.2M Buy
+211,161
New +$12.8M 0.6% 31

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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

Purpose Unlimited Inc's SLF Position: Q2 2026 in Review

Purpose Unlimited Inc increased its Sun Life Financial (SLF) stake by 9.2% in Q2 2026, buying an estimated $2.54M and bringing the position to 418,903 shares worth $32.9M. The position accounts for 1.26% of the portfolio, ranked #22.

Purpose Unlimited Inc first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Purpose Unlimited Inc held 418,903 shares of Sun Life Financial worth $32.9M as of Q2 2026.
  • Purpose Unlimited Inc bought 35,235 Sun Life Financial shares in Q2 2026, an estimated $2.54M.
  • Sun Life Financial made up 1.26% of Purpose Unlimited Inc's portfolio in Q2 2026, its #22 holding.
  • Purpose Unlimited Inc first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.