QI
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QV Investors’s Sun Life Financial SLF Stock Holding History

QV Investors’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 		$38.2M Sell
487,300
-29,210
-6% -$2.1M 2.94% 11
2026
Q1 		$32.3M Sell
516,510
-282,005
-35% -$18M 2.61% 14
2025
Q4 		$49.9M Sell
798,515
-204,248
-20% -$12.3M 4.08% 7
2025
Q3 		$60.2M Sell
1,002,763
-191,936
-16% -$11.5M 5.21% 3
2025
Q2 		$79.3M Sell
1,194,699
-134,141
-10% -$8.23M 7.78% 1
2025
Q1 		$76M Sell
1,328,840
-23,606
-2% -$1.35M 7.68% 1
2024
Q4 		$80.3M Buy
1,352,446
+141,712
+12% +$8.36M 8.28% 1
2024
Q3 		$70.3M Sell
1,210,734
-3,599
-0.3% -$188K 6.21% 1
2024
Q2 		$59.5M Buy
1,214,333
+131,262
+12% +$6.66M 5.59% 3
2024
Q1 		$59.2M Buy
1,083,071
+11,207
+1% +$593K 5.13% 3
2023
Q4 		$55.9M Sell
1,071,864
-48,987
-4% -$2.41M 5.03% 3
2023
Q3 		$54.9M Sell
1,120,851
-11,100
-1% -$556K 5.7% 2
2023
Q2 		$59.1M Sell
1,131,951
-28,402
-2% -$1.4M 5.32% 2
2023
Q1 		$54.1M Sell
1,160,353
-37,912
-3% -$1.83M 5.06% 3
2022
Q4 		$55.6M Sell
1,198,265
-39,440
-3% -$1.75M 5.32% 3
2022
Q3 		$49.5M Buy
1,237,705
+126,310
+11% +$5.66M 4.78% 3
2022
Q2 		$50.8M Buy
1,111,395
+166,946
+18% +$8.32M 4.63% 2
2022
Q1 		$52.8M Buy
944,449
+105,033
+13% +$5.78M 3.75% 8
2021
Q4 		$46.8M Sell
839,416
-24,019
-3% -$1.33M 3.26% 13
2021
Q3 		$44.4M Sell
863,435
-175,553
-17% -$9.03M 3.37% 11
2021
Q2 		$53.6M Buy
1,038,988
+275,166
+36% +$14.5M 3.27% 11
2021
Q1 		$38.6M Sell
763,822
-31,885
-4% -$1.56M 2.37% 16
2020
Q4 		$35.4M Sell
795,707
-82,428
-9% -$3.57M 2.32% 16
2020
Q3 		$35.7M Sell
878,135
-39,591
-4% -$1.6M 2.42% 15
2020
Q2 		$33.6M Buy
917,726
+199,180
+28% +$6.85M 2.25% 16
2020
Q1 		$22.9M Buy
+718,546
New +$30.8M 1.95% 13

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

QV Investors's SLF Position: Q2 2026 in Review

QV Investors reduced its Sun Life Financial (SLF) stake by 5.7% in Q2 2026, selling an estimated $2.1M and leaving 487,300 shares worth $38.2M. The position accounts for 2.94% of the portfolio, ranked #11.

QV Investors first reported a position in SLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $80.3M in Q4 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • QV Investors held 487,300 shares of Sun Life Financial worth $38.2M as of Q2 2026.
  • QV Investors sold 29,210 Sun Life Financial shares in Q2 2026, an estimated $2.1M.
  • Sun Life Financial made up 2.94% of QV Investors's portfolio in Q2 2026, its #11 holding.
  • QV Investors first reported a position in Sun Life Financial in Q1 2020 and has held it in 26 quarters since.
  • QV Investors's Sun Life Financial position peaked at $80.3M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on QV Investors's 13F filing for Q2 2026, filed 21 Jul 2026.