Root Financial Partners
SLF icon

Root Financial Partners’s Sun Life Financial SLF Stock Holding History

Root Financial Partners’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
Q3 		$5.77K Buy
+74
New +$5.95K ﹤0.01% 2169
2026
Q2 		– Sell
-35
Closed -$2.19K – 2725
2026
Q1 		$2.19K Buy
35
+12
+52% +$767 ﹤0.01% 2277
2025
Q4 		$1.44K Buy
+23
New +$1.39K ﹤0.01% 2043

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's SLF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sun Life Financial (SLF) in Q3 2026: 74 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #2169 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SLF as recently as Q1 2026.

Root Financial Partners first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Root Financial Partners held 74 shares of Sun Life Financial worth $5.77K as of Q3 2026.
  • Sun Life Financial was a new Root Financial Partners position in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2169 holding.
  • Root Financial Partners first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.