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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
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
+917,620
+451% +$52.3M 5.55% 3
2024
Q4 		$14.7M Sell
203,268
-2,080,912
-91% -$123M 3.4% 4
2024
Q3 		$156M Buy
2,284,180
+828,844
+57% +$43.3M 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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Value Partners Investments's SLF Position: Q2 2026 in Review

Value Partners Investments reduced its Sun Life Financial (SLF) stake by 18% in Q2 2026, selling an estimated $14.8M and leaving 921,226 shares worth $72.2M. The position accounts for 5.04% of the portfolio, ranked #3.

Value Partners Investments first reported a position in SLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $156M in Q3 2024. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Value Partners Investments held 921,226 shares of Sun Life Financial worth $72.2M as of Q2 2026.
  • Value Partners Investments sold 204,998 Sun Life Financial shares in Q2 2026, an estimated $14.8M.
  • Sun Life Financial made up 5.04% of Value Partners Investments's portfolio in Q2 2026, its #3 holding.
  • Value Partners Investments first reported a position in Sun Life Financial in Q1 2020 and has held it in 26 quarters since.
  • Value Partners Investments's Sun Life Financial position peaked at $156M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.