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WealthCollab’s Sun Life Financial SLF Stock Holding History

WealthCollab’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 		$36.1K Hold
460
– – 0.01% 292
2026
Q1 		$28.8K Hold
460
– – 0.01% 291
2025
Q4 		$28.7K Hold
460
– – 0.01% 307
2025
Q3 		$27.6K Hold
460
– – 0.01% 297
2025
Q2 		$30.6K Hold
460
– – 0.02% 250
2025
Q1 		$26.3K Hold
460
– – 0.02% 270
2024
Q4 		$27.3K Hold
460
– – 0.02% 253
2024
Q3 		$26.7K Hold
460
– – 0.02% 263
2024
Q2 		$22.5K Hold
460
– – 0.02% 267
2024
Q1 		$25.1K Hold
460
– – 0.02% 265
2023
Q4 		$23.9K Buy
+460
New +$22.6K 0.02% 242

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

WealthCollab's SLF Position: Q2 2026 in Review

WealthCollab held its Sun Life Financial (SLF) position steady in Q2 2026 at 460 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #292.

WealthCollab first reported a position in SLF in Q4 2023 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • WealthCollab held 460 shares of Sun Life Financial worth $36.1K as of Q2 2026.
  • WealthCollab left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.01% of WealthCollab's portfolio in Q2 2026, its #292 holding.
  • WealthCollab first reported a position in Sun Life Financial in Q4 2023 and has held it in 11 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.