Value Partners Investments
SLF icon

Value Partners Investments’s Sun Life Financial SLF Stock Holding History

Value Partners 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
Q3 		$71.7M Sell
916,798
-4,428
-0.5% -$356K 4.97% 4
2026
Q2 		$72.2M Sell
921,226
-204,998
-18% -$14.8M 5.04% 3
2026
Q1 		$70.4M Buy
1,126,224
+2,412
+0.2% +$154K 5.37% 3
2025
Q4 		$70.3M Buy
1,123,812
+4,679
+0.4% +$283K 5.39% 4
2025
Q3 		$67.2M Buy
1,119,133
+1,563
+0.1% +$94K 5.48% 6
2025
Q2 		$74.2M Sell
1,117,570
-3,318
-0.3% -$203K 5.8% 3
2025
Q1 		$64.2M Buy
1,120,888
+1,019,254
+1,003% +$58.1M 5.55% 3
2024
Q4 		$6.03M Sell
101,634
-1,040,456
-91% -$61.4M 3.4% 4
2024
Q3 		$66.4M Sell
1,142,090
-313,246
-22% -$16.4M 5.37% 9
2024
Q2 		$71.3M Buy
1,455,336
+68,404
+5% +$3.47M 6.18% 2
2024
Q1 		$75.7M Sell
1,386,932
-23,824
-2% -$1.26M 6.19% 4
2023
Q4 		$73.3M Buy
1,410,756
+3,579
+0.3% +$176K 5.85% 9
2023
Q3 		$69M Sell
1,407,177
-16,715
-1% -$838K 5.71% 5
2023
Q2 		$74.3M Buy
1,423,892
+6,534
+0.5% +$321K 5.97% 2
2023
Q1 		$66.1M Sell
1,417,358
-12,618
-0.9% -$607K 5.42% 8
2022
Q4 		$66.4M Sell
1,429,976
-1,635
-0.1% -$72.3K 5.76% 4
2022
Q3 		$57.4M Buy
1,431,611
+145,786
+11% +$6.53M 5.73% 6
2022
Q2 		$58.8M Buy
1,285,825
+385
+0% +$19.2K 5.42% 9
2022
Q1 		$71.8M Sell
1,285,440
-19,198
-1% -$1.06M 6.09% 4
2021
Q4 		$72.5M Buy
1,304,638
+1,091
+0.1% +$60.3K 5.88% 3
2021
Q3 		$66.7M Buy
1,303,547
+2,047
+0.2% +$105K 5.66% 1
2021
Q2 		$67.1M Buy
1,301,500
+1,697
+0.1% +$89.6K 5.47% 6
2021
Q1 		$65.6M Sell
1,299,803
-26,659
-2% -$1.31M 5.7% 3
2020
Q4 		$59M Sell
1,326,462
-43,317
-3% -$1.88M 5.21% 6
2020
Q3 		$55.7M Buy
1,369,779
+324,582
+31% +$13.1M 5.65% 4
2020
Q2 		$38.3M Buy
1,045,197
+365,287
+54% +$12.6M 3.94% 14
2020
Q1 		$21.7M Buy
+679,910
New +$29.1M 3.23% 15

Other funds holding SLF

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Value Partners Investments's SLF Position: Q3 2026 in Review

Value Partners Investments reduced its Sun Life Financial (SLF) stake by 0.48% in Q3 2026, selling an estimated $356K and leaving 916,798 shares worth $71.7M. The position accounts for 4.97% of the portfolio, ranked #4.

Value Partners Investments first reported a position in SLF in Q1 2020 and has held it in 27 quarters since. The position peaked at $75.7M in Q1 2024. 208 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Value Partners Investments held 916,798 shares of Sun Life Financial worth $71.7M as of Q3 2026.
  • Value Partners Investments sold 4,428 Sun Life Financial shares in Q3 2026, an estimated $356K.
  • Sun Life Financial made up 4.97% of Value Partners Investments's portfolio in Q3 2026, its #4 holding.
  • Value Partners Investments first reported a position in Sun Life Financial in Q1 2020 and has held it in 27 quarters since.
  • Value Partners Investments's Sun Life Financial position peaked at $75.7M in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Value Partners Investments's 13F filing for Q3 2026, filed 19 Oct 2026.