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Rathbones Group’s Sun Life Financial SLF Stock Holding History

Rathbones Group’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 		$1.02M Buy
13,025
+75
+0.6% +$5.4K ﹤0.01% 369
2026
Q1 		$809K Buy
12,950
+235
+2% +$15K ﹤0.01% 393
2025
Q4 		$795K Hold
12,715
– – ﹤0.01% 393
2025
Q3 		$764K Buy
12,715
+379
+3% +$22.8K ﹤0.01% 386
2025
Q2 		$819K Sell
12,336
-305
-2% -$18.7K ﹤0.01% 362
2025
Q1 		$723K Sell
12,641
-749
-6% -$42.7K ﹤0.01% 364
2024
Q4 		$795K Sell
13,390
-53
-0.4% -$3.13K ﹤0.01% 356
2024
Q3 		$781K Sell
13,443
-1,662
-11% -$86.9K ﹤0.01% 357
2024
Q2 		$740K Buy
15,105
+10,625
+237% +$539K ﹤0.01% 359
2024
Q1 		$245K Sell
4,480
-10,960
-71% -$580K ﹤0.01% 523
2023
Q4 		$805K Sell
15,440
-291
-2% -$14.3K 0.01% 335
2023
Q3 		$771K Buy
15,731
+10,900
+226% +$546K 0.01% 341
2023
Q2 		$252K Sell
4,831
-274
-5% -$13.5K ﹤0.01% 351
2023
Q1 		$238K Hold
5,105
– – ﹤0.01% 361
2022
Q4 		$237K Hold
5,105
– – ﹤0.01% 356
2022
Q3 		$204K Buy
+5,105
New +$229K ﹤0.01% 372
2022
Q2 		– Sell
-4,334
Closed -$242K – 443
2022
Q1 		$242K Buy
4,334
+344
+9% +$18.9K ﹤0.01% 379
2021
Q4 		$222K Hold
3,990
– – ﹤0.01% 388
2021
Q3 		$205K Hold
3,990
– – ﹤0.01% 394
2021
Q2 		$206K Sell
3,990
-143
-3% -$7.55K ﹤0.01% 397
2021
Q1 		$209K Buy
+4,133
New +$202K ﹤0.01% 373

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

Rathbones Group's SLF Position: Q2 2026 in Review

Rathbones Group increased its Sun Life Financial (SLF) stake by 0.58% in Q2 2026, buying an estimated $5.4K and bringing the position to 13,025 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Rathbones Group first reported a position in SLF in Q1 2021 and has held it in 21 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Rathbones Group held 13,025 shares of Sun Life Financial worth $1.02M as of Q2 2026.
  • Rathbones Group bought 75 Sun Life Financial shares in Q2 2026, an estimated $5.4K.
  • Sun Life Financial made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #369 holding.
  • Rathbones Group first reported a position in Sun Life Financial in Q1 2021 and has held it in 21 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.