Vontobel Holding’s Sun Life Financial SLF Stock Holding History

Vontobel Holding’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	$448K	Hold	5,718	–	–	﹤0.01%	1089
2026 Q1	$358K	Buy	5,718 +93	+2%	+$5.95K	﹤0.01%	949
2025 Q4	$351K	Buy	5,625 +325	+6%	+$19.6K	﹤0.01%	1115
2025 Q3	$318K	Sell	5,300 -449	-8%	-$27K	﹤0.01%	1083
2025 Q2	$383K	Sell	5,749 -40,178	-87%	-$2.46M	﹤0.01%	974
2025 Q1	$2.63M	Buy	45,927 +148	+0.3%	+$8.44K	0.01%	405
2024 Q4	$2.71M	Buy	45,779 +36	+0.1%	+$2.12K	0.01%	401
2024 Q3	$2.65M	Sell	45,743 -1,438	-3%	-$75.2K	0.01%	401
2024 Q2	$2.31M	Buy	47,181 +93	+0.2%	+$4.72K	0.01%	400
2024 Q1	$2.57M	Sell	47,088 -84	-0.2%	-$4.44K	0.02%	402
2023 Q4	$2.45M	Sell	47,172 -25	-0.1%	-$1.23K	0.02%	400
2023 Q3	$2.3M	Hold	47,197	–	–	0.02%	400
2023 Q2	$2.46M	Buy	47,197 +2,883	+7%	+$142K	0.02%	408
2023 Q1	$2.07M	Sell	44,314 -505	-1%	-$24.3K	0.02%	410
2022 Q4	$2.08M	Sell	44,819 -4	-0%	-$177	0.02%	404
2022 Q3	$1.78M	Buy	44,823 +4,442	+11%	+$199K	0.02%	424
2022 Q2	$1.86M	Sell	40,381 -526	-1%	-$26.2K	0.02%	404
2022 Q1	$2.3M	Buy	40,907 +33,400	+445%	+$1.84M	0.02%	406
2021 Q4	$418K	Buy	+7,507	New	+$415K	﹤0.01%	850

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

Vontobel Holding's SLF Position: Q2 2026 in Review

Vontobel Holding held its Sun Life Financial (SLF) position steady in Q2 2026 at 5,718 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Vontobel Holding first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q4 2024. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Vontobel Holding held 5,718 shares of Sun Life Financial worth $448K as of Q2 2026.
Vontobel Holding left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1089 holding.
Vontobel Holding first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
Vontobel Holding's Sun Life Financial position peaked at $2.71M in Q4 2024.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.