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SLF icon

TOBAM’s Sun Life Financial SLF Stock Holding History

TOBAM’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 		$155K Buy
1,389
+559
+67% +$40.2K 0.04% 204
2026
Q1 		$72K Buy
830
+252
+44% +$16.1K 0.02% 208
2025
Q4 		$50K Sell
578
-238
-29% -$14.4K 0.01% 212
2025
Q3 		$68K Buy
816
+160
+24% +$9.62K 0.02% 150
2025
Q2 		$59K Buy
+656
New +$40.2K 0.02% 168
2024
Q3 		– Sell
-2,066
Closed -$139K – 342
2024
Q2 		$139K Buy
2,066
+755
+58% +$38.3K 0.02% 209
2024
Q1 		$72K Sell
1,311
-700
-35% -$37K 0.01% 320
2023
Q4 		$105K Hold
2,011
– – 0.01% 290
2023
Q3 		$98K Buy
2,011
+664
+49% +$33.3K 0.01% 282
2023
Q2 		$70K Sell
1,347
-1,137
-46% -$55.9K 0.01% 330
2023
Q1 		$116K Buy
2,484
+737
+42% +$35.5K 0.01% 285
2022
Q4 		$81K Buy
1,747
+750
+75% +$33.2K 0.01% 323
2022
Q3 		$40K Hold
997
– – ﹤0.01% 381
2022
Q2 		$46K Hold
997
– – ﹤0.01% 385
2022
Q1 		$56K Buy
+997
New +$54.9K ﹤0.01% 382
2018
Q2 		– Sell
-6,800
Closed -$279K – 168
2018
Q1 		$279K Sell
6,800
-30,000
-82% -$1.26M 0.01% 149
2017
Q4 		$1.52M Sell
36,800
-3,100
-8% -$124K 0.07% 126
2017
Q3 		$1.58M Buy
39,900
+3,300
+9% +$126K 0.06% 125
2017
Q2 		$1.31M Buy
36,600
+8,600
+31% +$297K 0.05% 119
2017
Q1 		$1.02M Buy
28,000
+15,600
+126% +$593K 0.04% 118
2016
Q4 		$477K Buy
+12,400
New +$449K 0.02% 121

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

TOBAM's SLF Position: Q2 2026 in Review

TOBAM increased its Sun Life Financial (SLF) stake by 67% in Q2 2026, buying an estimated $40.2K and bringing the position to 1,389 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #204.

TOBAM first reported a position in SLF in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.58M in Q3 2017. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • TOBAM held 1,389 shares of Sun Life Financial worth $155K as of Q2 2026.
  • TOBAM bought 559 Sun Life Financial shares in Q2 2026, an estimated $40.2K.
  • Sun Life Financial made up 0.04% of TOBAM's portfolio in Q2 2026, its #204 holding.
  • TOBAM first reported a position in Sun Life Financial in Q4 2016 and has held it in 21 quarters since.
  • TOBAM's Sun Life Financial position peaked at $1.58M in Q3 2017.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.