SimplyRich’s Sun Life Financial SLF Stock Holding History

SimplyRich’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	$1.22M	Buy	12,427 +1,922	+18%	+$138K	0.29%	85
2026 Q1	$657K	Hold	10,505	–	–	0.17%	116
2025 Q4	$655K	Buy	10,505 +2,473	+31%	+$149K	0.17%	112
2025 Q3	$482K	Buy	8,032 +66	+0.8%	+$3.97K	0.13%	138
2025 Q2	$529K	Buy	7,966 +252	+3%	+$15.5K	0.15%	133
2025 Q1	$441K	Hold	7,714	–	–	0.13%	150
2024 Q4	$457K	Buy	7,714 +55	+0.7%	+$3.25K	0.13%	138
2024 Q3	$444K	Buy	7,659 +3,185	+71%	+$166K	0.12%	140
2024 Q2	$219K	Hold	4,474	–	–	0.07%	172
2024 Q1	$245K	Hold	4,474	–	–	0.08%	169
2023 Q4	$232K	Sell	4,474 -7	-0.2%	-$344	0.08%	161
2023 Q3	$218K	Hold	4,481	–	–	0.11%	139
2023 Q2	$233K	Hold	4,481	–	–	0.08%	166
2023 Q1	$209K	Sell	4,481 -66	-1%	-$3.18K	0.08%	169
2022 Q4	$211K	Buy	+4,547	New	+$201K	0.08%	165

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

SimplyRich's SLF Position: Q2 2026 in Review

SimplyRich increased its Sun Life Financial (SLF) stake by 18% in Q2 2026, buying an estimated $138K and bringing the position to 12,427 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #85.

SimplyRich first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

SimplyRich held 12,427 shares of Sun Life Financial worth $1.22M as of Q2 2026.
SimplyRich bought 1,922 Sun Life Financial shares in Q2 2026, an estimated $138K.
Sun Life Financial made up 0.29% of SimplyRich's portfolio in Q2 2026, its #85 holding.
SimplyRich first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.