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Strategic Investment Solutions’s Sun Life Financial SLF Stock Holding History

Strategic Investment Solutions’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 		$19.3K Hold
246
– – ﹤0.01% 361
2026
Q1 		$15.4K Hold
246
– – ﹤0.01% 373
2025
Q4 		$15.3K Hold
246
– – ﹤0.01% 344
2025
Q3 		$14.8K Hold
246
– – ﹤0.01% 332
2025
Q2 		$16.3K Hold
246
– – ﹤0.01% 305
2025
Q1 		$14.1K Hold
246
– – ﹤0.01% 329
2024
Q4 		$14.6K Hold
246
– – ﹤0.01% 342
2024
Q3 		$14.3K Hold
246
– – ﹤0.01% 320
2024
Q2 		$12.2K Buy
+246
New +$12.5K ﹤0.01% 326

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

Strategic Investment Solutions's SLF Position: Q2 2026 in Review

Strategic Investment Solutions held its Sun Life Financial (SLF) position steady in Q2 2026 at 246 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Strategic Investment Solutions first reported a position in SLF in Q2 2024 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Strategic Investment Solutions held 246 shares of Sun Life Financial worth $19.3K as of Q2 2026.
  • Strategic Investment Solutions left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #361 holding.
  • Strategic Investment Solutions first reported a position in Sun Life Financial in Q2 2024 and has held it in 9 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.