Vident Advisory’s Sun Life Financial SLF Stock Holding History

Vident Advisory’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	$4.37M	Buy	55,640 +9,141	+20%	+$658K	0.03%	437
2026 Q1	$2.91M	Buy	46,499 +35,039	+306%	+$2.24M	0.02%	508
2025 Q4	$715K	Sell	11,460 -4,774	-29%	-$288K	0.01%	965
2025 Q3	$975K	Sell	16,234 -21,707	-57%	-$1.31M	0.01%	842
2025 Q2	$2.52M	Buy	37,941 +2,454	+7%	+$150K	0.03%	443
2025 Q1	$2.03M	Sell	35,487 -1,082	-3%	-$61.7K	0.03%	480
2024 Q4	$2.17M	Sell	36,569 -2,554	-7%	-$151K	0.04%	396
2024 Q3	$2.27M	Sell	39,123 -4,388	-10%	-$229K	0.06%	354
2024 Q2	$2.13M	Buy	+43,511	New	+$2.21M	0.06%	348
2024 Q1	–	Sell	-42,746	Closed	-$2.23M	–	1397
2023 Q4	$2.23M	Buy	42,746 +2,511	+6%	+$124K	0.06%	352
2023 Q3	$1.97M	Buy	+40,235	New	+$2.02M	0.06%	313

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

Vident Advisory's SLF Position: Q2 2026 in Review

Vident Advisory increased its Sun Life Financial (SLF) stake by 20% in Q2 2026, buying an estimated $658K and bringing the position to 55,640 shares worth $4.37M. The position accounts for 0.03% of the portfolio, ranked #437.

Vident Advisory first reported a position in SLF in Q3 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Vident Advisory held 55,640 shares of Sun Life Financial worth $4.37M as of Q2 2026.
Vident Advisory bought 9,141 Sun Life Financial shares in Q2 2026, an estimated $658K.
Sun Life Financial made up 0.03% of Vident Advisory's portfolio in Q2 2026, its #437 holding.
Vident Advisory first reported a position in Sun Life Financial in Q3 2023 and has held it in 11 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.