Symphony Financial’s Sun Life Financial SLF Stock Holding History

Symphony Financial’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	$4.57M	Buy	58,466 +86	+0.1%	+$6.19K	0.5%	50
2026 Q1	$3.59M	Buy	58,380 +372	+0.6%	+$23.8K	0.48%	51
2025 Q4	$3.64M	Sell	58,008 -754	-1%	-$45.6K	0.49%	53
2025 Q3	$3.5M	Sell	58,762 -3,715	-6%	-$223K	0.43%	56
2025 Q2	$4.04M	Buy	+62,477	New	+$3.83M	0.53%	50
2025 Q1	–	Sell	-64,978	Closed	-$3.83M	–	194
2024 Q4	$3.83M	Sell	64,978 -2,886	-4%	-$170K	0.6%	45
2024 Q3	$3.92M	Sell	67,864 -225	-0.3%	-$11.8K	0.65%	43
2024 Q2	$3.33M	Sell	68,089 -2,360	-3%	-$120K	0.61%	43
2024 Q1	$3.85M	Sell	70,449 -700	-1%	-$37K	0.9%	30
2023 Q4	$3.61M	Sell	71,149 -2,056	-3%	-$101K	0.78%	34
2023 Q3	$3.5M	Buy	73,205 +1,743	+2%	+$87.4K	0.86%	25
2023 Q2	$3.68M	Buy	71,462 +516	+0.7%	+$25.4K	0.9%	30
2023 Q1	$3.28M	Buy	70,946 +14,048	+25%	+$676K	0.85%	29
2022 Q4	$2.7M	Buy	56,898 +31,078	+120%	+$1.38M	0.72%	34
2022 Q3	$1.04M	Buy	25,820 +2,767	+12%	+$124K	0.34%	66
2022 Q2	$1.06M	Buy	+23,053	New	+$1.15M	0.31%	69

Other funds holding SLF

VCM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Symphony Financial's SLF Position: Q2 2026 in Review

Symphony Financial increased its Sun Life Financial (SLF) stake by 0.15% in Q2 2026, buying an estimated $6.19K and bringing the position to 58,466 shares worth $4.57M. The position accounts for 0.5% of the portfolio, ranked #50.

Symphony Financial first reported a position in SLF in Q2 2022 and has held it in 16 quarters since. 396 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Symphony Financial held 58,466 shares of Sun Life Financial worth $4.57M as of Q2 2026.
Symphony Financial bought 86 Sun Life Financial shares in Q2 2026, an estimated $6.19K.
Sun Life Financial made up 0.5% of Symphony Financial's portfolio in Q2 2026, its #50 holding.
Symphony Financial first reported a position in Sun Life Financial in Q2 2022 and has held it in 16 quarters since.
396 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.