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Ritholtz Wealth Management’s Sun Life Financial SLF Stock Holding History

Ritholtz Wealth Management’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 		$766K Buy
9,766
+102
+1% +$7.34K 0.01% 699
2026
Q1 		$605K Buy
9,664
+4,880
+102% +$312K 0.01% 723
2025
Q4 		$299K Buy
4,784
+39
+0.8% +$2.36K 0.01% 894
2025
Q3 		$285K Sell
4,745
-32
-0.7% -$1.93K 0.01% 852
2025
Q2 		$317K Sell
4,777
-23
-0.5% -$1.41K 0.01% 777
2025
Q1 		$275K Hold
4,800
– – 0.01% 770
2024
Q4 		$285K Sell
4,800
-54
-1% -$3.19K 0.01% 726
2024
Q3 		$282K Sell
4,854
-138
-3% -$7.21K 0.01% 714
2024
Q2 		$245K Sell
4,992
-95
-2% -$4.82K 0.01% 705
2024
Q1 		$278K Buy
5,087
+12
+0.2% +$635 0.01% 659
2023
Q4 		$263K Buy
5,075
+9
+0.2% +$443 0.01% 633
2023
Q3 		$247K Sell
5,066
-62
-1% -$3.11K 0.01% 590
2023
Q2 		$267K Sell
5,128
-220
-4% -$10.8K 0.01% 565
2023
Q1 		$250K Sell
5,348
-294
-5% -$14.2K 0.01% 560
2022
Q4 		$262K Sell
5,642
-3,386
-38% -$150K 0.01% 481
2022
Q3 		$359K Buy
9,028
+2,059
+30% +$92.3K 0.02% 490
2022
Q2 		$319K Sell
6,969
-3,334
-32% -$166K 0.02% 408
2022
Q1 		$575K Sell
10,303
-1,310
-11% -$72.1K 0.04% 277
2021
Q4 		$647K Sell
11,613
-1,392
-11% -$77K 0.04% 244
2021
Q3 		$669K Buy
13,005
+1,834
+16% +$94.3K 0.05% 204
2021
Q2 		$576K Buy
11,171
+1,432
+15% +$75.6K 0.04% 227
2021
Q1 		$492K Buy
9,739
+2,230
+30% +$109K 0.04% 210
2020
Q4 		$334K Buy
7,509
+1,548
+26% +$67K 0.03% 233
2020
Q3 		$243K Buy
5,961
+395
+7% +$16K 0.03% 243
2020
Q2 		$205K Buy
+5,566
New +$191K 0.03% 238

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

Ritholtz Wealth Management's SLF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Sun Life Financial (SLF) stake by 1.1% in Q2 2026, buying an estimated $7.34K and bringing the position to 9,766 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #699.

Ritholtz Wealth Management first reported a position in SLF in Q2 2020 and has held it in 25 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Ritholtz Wealth Management held 9,766 shares of Sun Life Financial worth $766K as of Q2 2026.
  • Ritholtz Wealth Management bought 102 Sun Life Financial shares in Q2 2026, an estimated $7.34K.
  • Sun Life Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Ritholtz Wealth Management first reported a position in Sun Life Financial in Q2 2020 and has held it in 25 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.