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Stone House Investment Management’s Sun Life Financial SLF Stock Holding History

Stone House Investment 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 		$2.04K Buy
26
+10
+63% +$720 ﹤0.01% 735
2026
Q1 		$1K Buy
16
+4
+33% +$256 ﹤0.01% 696
2025
Q4 		$749 Hold
12
– – ﹤0.01% 677
2025
Q3 		$720 Buy
+12
New +$722 ﹤0.01% 597

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

Stone House Investment Management's SLF Position: Q2 2026 in Review

Stone House Investment Management increased its Sun Life Financial (SLF) stake by 63% in Q2 2026, buying an estimated $720 and bringing the position to 26 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Stone House Investment Management first reported a position in SLF in Q3 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Stone House Investment Management held 26 shares of Sun Life Financial worth $2.04K as of Q2 2026.
  • Stone House Investment Management bought 10 Sun Life Financial shares in Q2 2026, an estimated $720.
  • Sun Life Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #735 holding.
  • Stone House Investment Management first reported a position in Sun Life Financial in Q3 2025 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.