True Wealth Design’s Sun Life Financial SLF Stock Holding History

True Wealth Design’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	$10.7K	Hold	137	–	–	﹤0.01%	1035
2026 Q1	$8.57K	Hold	137	–	–	﹤0.01%	1027
2025 Q4	$8.55K	Sell	137 -27	-16%	-$1.63K	﹤0.01%	915
2025 Q3	$9.85K	Buy	+164	New	+$9.86K	﹤0.01%	837

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

True Wealth Design's SLF Position: Q2 2026 in Review

True Wealth Design held its Sun Life Financial (SLF) position steady in Q2 2026 at 137 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

True Wealth Design first reported a position in SLF in Q3 2025 and has held it in 4 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

True Wealth Design held 137 shares of Sun Life Financial worth $10.7K as of Q2 2026.
True Wealth Design left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1035 holding.
True Wealth Design first reported a position in Sun Life Financial in Q3 2025 and has held it in 4 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.