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Sagard Holdings Management’s Sun Life Financial SLF Stock Holding History

Sagard Holdings 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
2025
Q3 		$193K Hold
3,221
– – 0.97% 8
2025
Q2 		$214K Buy
+3,221
New +$198K 0.6% 12

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Sagard Holdings Management's SLF Position: Q3 2025 in Review

Sagard Holdings Management held its Sun Life Financial (SLF) position steady in Q3 2025 at 3,221 shares worth $193K. The position accounts for 0.97% of the portfolio, ranked #8.

Sagard Holdings Management first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. The position peaked at $214K in Q2 2025. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Sagard Holdings Management held 3,221 shares of Sun Life Financial worth $193K as of Q3 2025.
  • Sagard Holdings Management left its Sun Life Financial share count unchanged in Q3 2025.
  • Sun Life Financial made up 0.97% of Sagard Holdings Management's portfolio in Q3 2025, its #8 holding.
  • Sagard Holdings Management first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Sun Life Financial position peaked at $214K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.