Steigerwald Gordon & Koch’s Sun Life Financial SLF Stock Holding History

Steigerwald Gordon & Koch’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	$941	Hold	12	–	–	﹤0.01%	725
2026 Q1	$751	Hold	12	–	–	﹤0.01%	740
2025 Q4	$749	Buy	+12	New	+$725	﹤0.01%	871

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

Steigerwald Gordon & Koch's SLF Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Sun Life Financial (SLF) position steady in Q2 2026 at 12 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Steigerwald Gordon & Koch 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.

Steigerwald Gordon & Koch held 12 shares of Sun Life Financial worth $941 as of Q2 2026.
Steigerwald Gordon & Koch left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #725 holding.
Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.