Tidal Investments’s Sun Life Financial SLF Stock Holding History

Tidal Investments’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	$410K	Sell	5,229 -3,328	-39%	-$239K	﹤0.01%	2175
2026 Q1	$535K	Buy	8,557 +2,683	+46%	+$172K	﹤0.01%	1797
2025 Q4	$367K	Sell	5,874 -2,287	-28%	-$138K	﹤0.01%	1785
2025 Q3	$490K	Buy	+8,161	New	+$491K	﹤0.01%	1582
2025 Q2	–	Sell	-4,829	Closed	-$277K	–	2052
2025 Q1	$277K	Sell	4,829 -318	-6%	-$18.1K	﹤0.01%	1576
2024 Q4	$305K	Buy	5,147 +222	+5%	+$13.1K	﹤0.01%	1587
2024 Q3	$286K	Buy	+4,925	New	+$257K	﹤0.01%	1619

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

Tidal Investments's SLF Position: Q2 2026 in Review

Tidal Investments reduced its Sun Life Financial (SLF) stake by 39% in Q2 2026, selling an estimated $239K and leaving 5,229 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Tidal Investments first reported a position in SLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $535K in Q1 2026. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Tidal Investments held 5,229 shares of Sun Life Financial worth $410K as of Q2 2026.
Tidal Investments sold 3,328 Sun Life Financial shares in Q2 2026, an estimated $239K.
Sun Life Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2175 holding.
Tidal Investments first reported a position in Sun Life Financial in Q3 2024 and has held it in 7 quarters since.
Tidal Investments's Sun Life Financial position peaked at $535K in Q1 2026.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.