Wellington Management Group
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Wellington Management Group’s Sun Life Financial SLF Stock Holding History

Wellington Management Group’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 		$221M Buy
2,810,328
+639,979
+29% +$46.1M 0.04% 366
2026
Q1 		$136M Sell
2,170,349
-74,860
-3% -$4.79M 0.03% 467
2025
Q4 		$140M Buy
2,245,209
+1,240,241
+123% +$74.9M 0.02% 472
2025
Q3 		$60.4M Sell
1,004,968
-58,191
-5% -$3.5M 0.01% 674
2025
Q2 		$70.6M Buy
1,063,159
+254,850
+32% +$15.6M 0.01% 608
2025
Q1 		$46.3M Sell
808,309
-542,442
-40% -$30.9M 0.01% 708
2024
Q4 		$80.2M Buy
1,350,751
+1,288,545
+2,071% +$76M 0.01% 585
2024
Q3 		$3.61M Sell
62,206
-74,216
-54% -$3.88M ﹤0.01% 1413
2024
Q2 		$6.69M Buy
136,422
+5,718
+4% +$290K ﹤0.01% 1254
2024
Q1 		$7.14M Buy
130,704
+13,089
+11% +$692K ﹤0.01% 1238
2023
Q4 		$6.13M Buy
117,615
+43,972
+60% +$2.16M ﹤0.01% 1253
2023
Q3 		$3.61M Buy
+73,643
New +$3.69M ﹤0.01% 1364
2023
Q2 		– Sell
-61,135
Closed -$2.85M – 1988
2023
Q1 		$2.85M Buy
61,135
+1,523
+3% +$73.3K ﹤0.01% 1420
2022
Q4 		$2.77M Buy
59,612
+2,327
+4% +$103K ﹤0.01% 1426
2022
Q3 		$2.29M Buy
+57,285
New +$2.57M ﹤0.01% 1492
2021
Q2 		– Sell
-54,732
Closed -$2.77M – 2237
2021
Q1 		$2.77M Sell
54,732
-5,839
-10% -$286K ﹤0.01% 1559
2020
Q4 		$2.69M Buy
+60,571
New +$2.62M ﹤0.01% 1427
2020
Q2 		– Sell
-11,142
Closed -$354K – 1955
2020
Q1 		$354K Sell
11,142
-73,151
-87% -$3.13M ﹤0.01% 1770
2019
Q4 		$3.85M Buy
84,293
+77,121
+1,075% +$3.47M ﹤0.01% 1392
2019
Q3 		$321K Buy
7,172
+551
+8% +$23K ﹤0.01% 1941
2019
Q2 		$275K Sell
6,621
-1,830
-22% -$73.5K ﹤0.01% 1984
2019
Q1 		$325K Sell
8,451
-3,156
-27% -$116K ﹤0.01% 1959
2018
Q4 		$385K Sell
11,607
-106,498
-90% -$3.85M ﹤0.01% 1944
2018
Q3 		$4.69M Buy
118,105
+8,803
+8% +$352K ﹤0.01% 1497
2018
Q2 		$4.39M Buy
109,302
+32,374
+42% +$1.34M ﹤0.01% 1527
2018
Q1 		$3.16M Sell
76,928
-9,494
-11% -$400K ﹤0.01% 1615
2017
Q4 		$3.58M Buy
+86,422
New +$3.44M ﹤0.01% 1576

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

Wellington Management Group's SLF Position: Q2 2026 in Review

Wellington Management Group increased its Sun Life Financial (SLF) stake by 29% in Q2 2026, buying an estimated $46.1M and bringing the position to 2,810,328 shares worth $221M. The position accounts for 0.04% of the portfolio, ranked #366.

Wellington Management Group first reported a position in SLF in Q4 2017 and has held it in 27 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Wellington Management Group held 2,810,328 shares of Sun Life Financial worth $221M as of Q2 2026.
  • Wellington Management Group bought 639,979 Sun Life Financial shares in Q2 2026, an estimated $46.1M.
  • Sun Life Financial made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #366 holding.
  • Wellington Management Group first reported a position in Sun Life Financial in Q4 2017 and has held it in 27 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.