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Sittner & Nelson’s Sun Life Financial SLF Stock Holding History

Sittner & Nelson’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 		$40.2K Hold
513
– – 0.01% 318
2026
Q1 		$32.1K Hold
513
– – 0.01% 337
2025
Q4 		$33.5K Buy
+513
New +$31K 0.01% 299

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

Sittner & Nelson's SLF Position: Q2 2026 in Review

Sittner & Nelson held its Sun Life Financial (SLF) position steady in Q2 2026 at 513 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #318.

Sittner & Nelson first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Sittner & Nelson held 513 shares of Sun Life Financial worth $40.2K as of Q2 2026.
  • Sittner & Nelson left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #318 holding.
  • Sittner & Nelson first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.