Smartleaf Asset Management’s Sun Life Financial SLF Stock Holding History

Smartleaf Asset Management’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	$106K	Hold	1,359	–	–	﹤0.01%	1150
2026 Q1	$84.2K	Sell	1,359 -64	-4%	-$4.09K	﹤0.01%	1209
2025 Q4	$89.2K	Buy	1,423 +835	+142%	+$50.4K	﹤0.01%	1259
2025 Q3	$34.9K	Buy	588 +381	+184%	+$22.9K	﹤0.01%	1567
2025 Q2	$13.6K	Sell	207 -124	-37%	-$7.6K	﹤0.01%	1713
2025 Q1	$18.7K	Hold	331	–	–	﹤0.01%	1635
2024 Q4	$19.6K	Buy	331 +147	+80%	+$8.67K	﹤0.01%	1655
2024 Q3	$10.6K	Buy	+184	New	+$9.62K	﹤0.01%	1714

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

Smartleaf Asset Management's SLF Position: Q2 2026 in Review

Smartleaf Asset Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,359 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Smartleaf Asset Management first reported a position in SLF in Q3 2024 and has held it in 8 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Smartleaf Asset Management held 1,359 shares of Sun Life Financial worth $106K as of Q2 2026.
Smartleaf Asset Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1150 holding.
Smartleaf Asset Management first reported a position in Sun Life Financial in Q3 2024 and has held it in 8 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.