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 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

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's SLF Position: Q2 2026 in Review

Root Financial Partners sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 35 shares — an estimated $2.19K sold.

Root Financial Partners first reported a position in SLF in Q4 2025 and held it in 2 quarters. The position peaked at $2.19K in Q1 2026. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Root Financial Partners reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 35 Sun Life Financial shares in Q2 2026, an estimated $2.19K.
Root Financial Partners first reported a position in Sun Life Financial in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Sun Life Financial position peaked at $2.19K in Q1 2026.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.