QP
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Quilter Plc’s Sun Life Financial SLF Stock Holding History

Quilter Plc’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 		$832K Sell
7,473
-1,368
-15% -$98.4K 0.01% 100
2026
Q1 		$770K Sell
8,841
-115
-1% -$7.35K 0.01% 98
2025
Q4 		$559K Buy
8,956
+2,070
+30% +$125K 0.01% 105
2025
Q3 		$413K Hold
6,886
– – 0.01% 108
2025
Q2 		$458K Sell
6,886
-2,305
-25% -$141K 0.01% 106
2025
Q1 		$526K Sell
9,191
-100
-1% -$5.7K 0.01% 105
2024
Q4 		$551K Sell
9,291
-1,000
-10% -$59K 0.01% 104
2024
Q3 		$597K Sell
10,291
-350
-3% -$18.3K 0.01% 104
2024
Q2 		$522K Sell
10,641
-1,000
-9% -$50.7K 0.01% 104
2024
Q1 		$635K Sell
11,641
-1,000
-8% -$52.9K 0.02% 102
2023
Q4 		$650K Hold
12,641
– – 0.02% 91
2023
Q3 		$9.29M Hold
12,641
– – 0.04% 94
2023
Q2 		$9.47M Buy
12,641
+1,206
+11% +$59.3K 0.04% 95
2023
Q1 		$8.4M Sell
11,435
-965
-8% -$46.5K 0.03% 91
2022
Q4 		$576K Buy
12,400
+100
+0.8% +$4.42K 0.02% 100
2022
Q3 		$488K Sell
12,300
-58
-0.5% -$2.6K 0.02% 101
2022
Q2 		$566K Sell
12,358
-520
-4% -$25.9K 0.02% 99
2022
Q1 		$719K Sell
12,878
-50
-0.4% -$2.75K 0.02% 99
2021
Q4 		$720K Sell
12,928
-1,138
-8% -$62.9K 0.02% 101
2021
Q3 		$724K Sell
14,066
-25
-0.2% -$1.29K 0.02% 153
2021
Q2 		$727K Sell
14,091
-890
-6% -$47K 0.02% 151
2021
Q1 		$757K Sell
14,981
-368
-2% -$18K 0.02% 161
2020
Q4 		$683K Hold
15,349
– – 0.02% 140
2020
Q3 		$625K Hold
15,349
– – 0.02% 134
2020
Q2 		$564K Sell
15,349
-1,062
-6% -$36.5K 0.03% 136
2020
Q1 		$528K Hold
16,411
– – 0.03% 125
2019
Q4 		$748K Buy
+16,411
New +$738K 0.04% 124

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

Quilter Plc's SLF Position: Q2 2026 in Review

Quilter Plc reduced its Sun Life Financial (SLF) stake by 15% in Q2 2026, selling an estimated $98.4K and leaving 7,473 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #100.

Quilter Plc first reported a position in SLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.47M in Q2 2023. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Quilter Plc held 7,473 shares of Sun Life Financial worth $832K as of Q2 2026.
  • Quilter Plc sold 1,368 Sun Life Financial shares in Q2 2026, an estimated $98.4K.
  • Sun Life Financial made up 0.01% of Quilter Plc's portfolio in Q2 2026, its #100 holding.
  • Quilter Plc first reported a position in Sun Life Financial in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Sun Life Financial position peaked at $9.47M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.