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Savant Capital’s Sun Life Financial SLF Stock Holding History

Savant Capital’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 		$2.09M Buy
29,522
+14,526
+97% +$1.05M 0.01% 602
2026
Q1 		$938K Buy
14,996
+8,081
+117% +$517K ﹤0.01% 649
2025
Q4 		$432K Sell
6,915
-636
-8% -$38.4K ﹤0.01% 898
2025
Q3 		$453K Sell
7,551
-2,382
-24% -$143K ﹤0.01% 838
2025
Q2 		$660K Buy
9,933
+3,127
+46% +$192K ﹤0.01% 651
2025
Q1 		$390K Sell
6,806
-178
-3% -$10.1K ﹤0.01% 744
2024
Q4 		$414K Sell
6,984
-906
-11% -$53.5K ﹤0.01% 961
2024
Q3 		$458K Buy
7,890
+107
+1% +$5.59K ﹤0.01% 906
2024
Q2 		$381K Buy
7,783
+1,545
+25% +$78.4K ﹤0.01% 891
2024
Q1 		$340K Hold
6,238
– – ﹤0.01% 856
2023
Q4 		$324K Hold
6,238
– – ﹤0.01% 681
2023
Q3 		$304K Sell
6,238
-14
-0.2% -$702 ﹤0.01% 647
2023
Q2 		$326K Sell
6,252
-12
-0.2% -$590 0.01% 630
2023
Q1 		$293K Buy
+6,264
New +$302K 0.01% 604

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

Savant Capital's SLF Position: Q2 2026 in Review

Savant Capital increased its Sun Life Financial (SLF) stake by 97% in Q2 2026, buying an estimated $1.05M and bringing the position to 29,522 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #602.

Savant Capital first reported a position in SLF in Q1 2023 and has held it in 14 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Savant Capital held 29,522 shares of Sun Life Financial worth $2.09M as of Q2 2026.
  • Savant Capital bought 14,526 Sun Life Financial shares in Q2 2026, an estimated $1.05M.
  • Sun Life Financial made up 0.01% of Savant Capital's portfolio in Q2 2026, its #602 holding.
  • Savant Capital first reported a position in Sun Life Financial in Q1 2023 and has held it in 14 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.