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Triumph Capital Management’s Sun Life Financial SLF Stock Holding History

Triumph Capital Management’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 		$84.1K Hold
1,073
– – 0.02% 536
2026
Q1 		$67.1K Hold
1,073
– – 0.01% 563
2025
Q4 		$67K Buy
+1,073
New +$64.8K 0.01% 538
2024
Q3 		– Sell
-5,600
Closed -$274K – 301
2024
Q2 		$274K Buy
+5,600
New +$284K 0.11% 181

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Triumph Capital Management's SLF Position: Q2 2026 in Review

Triumph Capital Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,073 shares worth $84.1K. The position accounts for 0.02% of the portfolio, ranked #536.

Triumph Capital Management first reported a position in SLF in Q2 2024 and has held it in 4 quarters since. The position peaked at $274K in Q2 2024. 75 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Triumph Capital Management held 1,073 shares of Sun Life Financial worth $84.1K as of Q2 2026.
  • Triumph Capital Management left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #536 holding.
  • Triumph Capital Management first reported a position in Sun Life Financial in Q2 2024 and has held it in 4 quarters since.
  • Triumph Capital Management's Sun Life Financial position peaked at $274K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.