Summit Trail Advisors’s Sun Life Financial SLF Stock Holding History

Summit Trail Advisors’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	$341K	Buy	4,350 +4	+0.1%	+$288	﹤0.01%	1319
2026 Q1	$272K	Buy	+4,346	New	+$278K	﹤0.01%	1318
2024 Q1	–	Sell	-4,180	Closed	-$217K	–	634
2023 Q4	$217K	Hold	4,180	–	–	0.01%	476
2023 Q3	$204K	Sell	4,180 -189	-4%	-$9.47K	0.01%	498
2023 Q2	$228K	Buy	+4,369	New	+$215K	0.01%	444
2018 Q1	–	Sell	-53	Closed	-$2K	–	1459
2017 Q4	$2K	Buy	+53	New	+$2.11K	﹤0.01%	1675

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

Summit Trail Advisors's SLF Position: Q2 2026 in Review

Summit Trail Advisors increased its Sun Life Financial (SLF) stake by 0.09% in Q2 2026, buying an estimated $288 and bringing the position to 4,350 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Summit Trail Advisors first reported a position in SLF in Q4 2017 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Summit Trail Advisors held 4,350 shares of Sun Life Financial worth $341K as of Q2 2026.
Summit Trail Advisors bought 4 Sun Life Financial shares in Q2 2026, an estimated $288.
Sun Life Financial made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1319 holding.
Summit Trail Advisors first reported a position in Sun Life Financial in Q4 2017 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.