Simplex Trading
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Simplex Trading’s Sun Life Financial SLF Stock Holding History

Simplex Trading’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 		– Sell
-7,260
Closed -$584K – 10181
2026
Q2 		$569K Buy
7,260
+7,253
+103,614% +$522K ﹤0.01% 3451
2026
Q1 		$437 Sell
7
-2
-22% -$128 ﹤0.01% 8748
2025
Q4 		$561 Buy
+9
New +$544 ﹤0.01% 8141
2025
Q2 		– Sell
-5
Closed -$307 – 9651
2025
Q1 		$0 Buy
+5
New +$285 ﹤0.01% 9577
2022
Q4 		– Sell
-430
Closed -$19K – 10310
2022
Q3 		$17K Buy
+430
New +$19.3K ﹤0.01% 7700
2022
Q2 		– Sell
-111
Closed -$5.53K – 10990
2022
Q1 		$6K Buy
+111
New +$6.11K ﹤0.01% 9320
2019
Q4 		– Sell
-3,650
Closed -$164K – 7907
2019
Q3 		$163K Buy
3,650
+1,568
+75% +$65.5K ﹤0.01% 3780
2019
Q2 		$86K Buy
+2,082
New +$83.7K ﹤0.01% 4345
2018
Q2 		– Sell
-73
Closed -$3.02K – 7852
2018
Q1 		$3K Sell
73
-93
-56% -$3.92K ﹤0.01% 5045
2017
Q4 		$6K Sell
166
-2,272
-93% -$90.6K ﹤0.01% 4372
2017
Q3 		$97K Sell
2,438
-6,885
-74% -$263K ﹤0.01% 1738
2017
Q2 		$333K Buy
+9,323
New +$322K 0.01% 885
2016
Q4 		– Sell
-424
Closed -$15.4K – 6454
2016
Q3 		$13K Buy
+424
New +$13.6K ﹤0.01% 3396
2015
Q3 		– Sell
-125
Closed -$4.05K – 6130
2015
Q2 		$4K Buy
+125
New +$4.12K ﹤0.01% 3867

Other funds holding SLF

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Simplex Trading's SLF Position: Q3 2026 in Review

Simplex Trading sold out of Sun Life Financial (SLF) in Q3 2026, closing a stake of 7,260 shares — an estimated $584K sold.

Simplex Trading first reported a position in SLF in Q2 2015 and held it in 14 quarters. The position peaked at $569K in Q2 2026. 350 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Simplex Trading reported no remaining Sun Life Financial position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 7,260 Sun Life Financial shares in Q3 2026, an estimated $584K.
  • Simplex Trading first reported a position in Sun Life Financial in Q2 2015 and held it in 14 quarters.
  • Simplex Trading's Sun Life Financial position peaked at $569K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.