Towarzystwo Funduszy Inwestycyjnych PZU SA’s Sun Life Financial SLF Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$60.2K	Buy	770 +270	+54%	+$19.4K	0.02%	432
2026 Q1	$31.3K	Hold	500	–	–	0.01%	532
2025 Q4	$31.3K	Hold	500	–	–	0.01%	549
2025 Q3	$30K	Hold	500	–	–	0.01%	526
2025 Q2	$33.1K	Hold	500	–	–	0.01%	501
2025 Q1	$28.7K	Hold	500	–	–	0.01%	510
2024 Q4	$29.7K	Buy	500 +300	+150%	+$17.7K	0.01%	467
2024 Q3	$11.6K	Hold	200	–	–	﹤0.01%	531
2024 Q2	$9.79K	Hold	200	–	–	﹤0.01%	515
2024 Q1	$10.9K	Hold	200	–	–	﹤0.01%	514
2023 Q4	$10.4K	Buy	+200	New	+$9.84K	﹤0.01%	503
2021 Q3	$10.3K	Hold	200	–	–	0.01%	362
2021 Q2	$10.3K	Hold	200	–	–	0.01%	351
2021 Q1	$10.1K	Hold	200	–	–	0.01%	316
2020 Q4	$8.88K	Buy	+200	New	+$8.66K	0.01%	325

Other funds holding SLF

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's SLF Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Sun Life Financial (SLF) stake by 54% in Q2 2026, buying an estimated $19.4K and bringing the position to 770 shares worth $60.2K. The position accounts for 0.02% of the portfolio, ranked #432.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SLF in Q4 2020 and has held it in 15 quarters since. 334 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 770 shares of Sun Life Financial worth $60.2K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 270 Sun Life Financial shares in Q2 2026, an estimated $19.4K.
Sun Life Financial made up 0.02% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #432 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Sun Life Financial in Q4 2020 and has held it in 15 quarters since.
334 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.