Tacita Capital’s Sun Life Financial SLF Stock Holding History

Tacita Capital’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	$587K	Buy	7,494 +231	+3%	+$16.6K	0.32%	57
2026 Q1	$454K	Buy	7,263 +91	+1%	+$5.82K	0.27%	59
2025 Q4	$448K	Buy	7,172 +2,438	+51%	+$147K	0.26%	64
2025 Q3	$284K	Buy	4,734 +3,874	+450%	+$233K	0.17%	72
2025 Q2	$57.2K	Buy	+860	New	+$52.7K	0.04%	124
2024 Q3	–	Sell	-275	Closed	-$13.5K	–	208
2024 Q2	$13.5K	Hold	275	–	–	0.01%	184
2024 Q1	$15K	Hold	275	–	–	0.01%	186
2023 Q4	$14.3K	Hold	275	–	–	0.01%	190
2023 Q3	$13.5K	Hold	275	–	–	0.01%	178
2023 Q2	$14K	Hold	275	–	–	0.01%	172
2023 Q1	$13K	Hold	275	–	–	0.01%	170
2022 Q4	$13K	Hold	275	–	–	0.01%	182
2022 Q3	$11K	Hold	275	–	–	0.01%	180
2022 Q2	$13K	Sell	275 -6,820	-96%	-$340K	0.01%	181
2022 Q1	$397K	Sell	7,095 -3,000	-30%	-$165K	0.23%	60
2021 Q4	$562K	Sell	10,095 -325	-3%	-$18K	0.32%	54
2021 Q3	$533K	Hold	10,420	–	–	0.33%	52
2021 Q2	$537K	Sell	10,420 -680	-6%	-$35.9K	0.32%	52
2021 Q1	$561K	Buy	11,100 +330	+3%	+$16.2K	0.36%	53
2020 Q4	$478K	Buy	+10,770	New	+$466K	0.31%	60

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

Tacita Capital's SLF Position: Q2 2026 in Review

Tacita Capital increased its Sun Life Financial (SLF) stake by 3.2% in Q2 2026, buying an estimated $16.6K and bringing the position to 7,494 shares worth $587K. The position accounts for 0.32% of the portfolio, ranked #57.

Tacita Capital first reported a position in SLF in Q4 2020 and has held it in 20 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Tacita Capital held 7,494 shares of Sun Life Financial worth $587K as of Q2 2026.
Tacita Capital bought 231 Sun Life Financial shares in Q2 2026, an estimated $16.6K.
Sun Life Financial made up 0.32% of Tacita Capital's portfolio in Q2 2026, its #57 holding.
Tacita Capital first reported a position in Sun Life Financial in Q4 2020 and has held it in 20 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.