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SBI Securities’s Sun Life Financial SLF Stock Holding History

SBI Securities’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 		$14.5K Hold
185
– – ﹤0.01% 1669
2026
Q1 		$11.6K Hold
185
– – ﹤0.01% 1667
2025
Q4 		$11.5K Hold
185
– – ﹤0.01% 1663
2025
Q3 		$11.1K Sell
185
-57
-24% -$3.43K ﹤0.01% 1726
2025
Q2 		$16.1K Hold
242
– – ﹤0.01% 1503
2025
Q1 		$13.9K Sell
242
-1
-0.4% -$57 ﹤0.01% 1472
2024
Q4 		$14.4K Buy
+243
New +$14.3K ﹤0.01% 1489

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

SBI Securities's SLF Position: Q2 2026 in Review

SBI Securities held its Sun Life Financial (SLF) position steady in Q2 2026 at 185 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

SBI Securities first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • SBI Securities held 185 shares of Sun Life Financial worth $14.5K as of Q2 2026.
  • SBI Securities left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1669 holding.
  • SBI Securities first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Sun Life Financial position peaked at $16.1K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.