VPI
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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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 $75.7M in Q1 2024. 493 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 $75.7M in Q1 2024.
  • 493 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.