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Venturi Wealth Management’s Sun Life Financial SLF Stock Holding History

Venturi Wealth 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 		$483K Buy
6,160
+718
+13% +$51.7K 0.02% 383
2026
Q1 		$340K Buy
+5,442
New +$348K 0.02% 437

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

Venturi Wealth Management's SLF Position: Q2 2026 in Review

Venturi Wealth Management increased its Sun Life Financial (SLF) stake by 13% in Q2 2026, buying an estimated $51.7K and bringing the position to 6,160 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #383.

Venturi Wealth Management first reported a position in SLF in Q1 2026 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Venturi Wealth Management held 6,160 shares of Sun Life Financial worth $483K as of Q2 2026.
  • Venturi Wealth Management bought 718 Sun Life Financial shares in Q2 2026, an estimated $51.7K.
  • Sun Life Financial made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Venturi Wealth Management first reported a position in Sun Life Financial in Q1 2026 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.