West Family Investments’s Sun Life Financial SLF Stock Holding History

West Family Investments’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	$513K	Buy	6,542 +87	+1%	+$6.26K	0.15%	172
2026 Q1	$404K	Sell	6,455 -87	-1%	-$5.56K	0.14%	135
2025 Q4	$408K	Hold	6,542	–	–	0.1%	207
2025 Q3	$393K	Buy	6,542 +87	+1%	+$5.23K	0.09%	229
2025 Q2	$429K	Hold	6,455	–	–	0.11%	192
2025 Q1	$370K	Buy	6,455 +816	+14%	+$46.5K	0.14%	146
2024 Q4	$335K	Sell	5,639 -1,540	-21%	-$90.9K	0.12%	174
2024 Q3	$417K	Buy	7,179 +1,039	+17%	+$54.3K	0.14%	154
2024 Q2	$301K	Hold	6,140	–	–	0.09%	176
2024 Q1	$335K	Hold	6,140	–	–	0.1%	159
2023 Q4	$318K	Hold	6,140	–	–	0.11%	144
2023 Q3	$300K	Hold	6,140	–	–	0.1%	160
2023 Q2	$320K	Sell	6,140 -707	-10%	-$34.7K	0.12%	149
2023 Q1	$320K	Hold	6,847	–	–	0.13%	122
2022 Q4	$318K	Sell	6,847 -1,420	-17%	-$62.8K	0.11%	152
2022 Q3	$329K	Buy	+8,267	New	+$371K	0.14%	141
2022 Q2	–	Sell	-3,794	Closed	-$212K	–	302
2022 Q1	$212K	Hold	3,794	–	–	0.06%	257
2021 Q4	$211K	Sell	3,794 -489	-11%	-$27K	0.06%	291
2021 Q3	$220K	Sell	4,283 -407	-9%	-$20.9K	0.06%	293
2021 Q2	$242K	Buy	+4,690	New	+$248K	0.07%	280

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

West Family Investments's SLF Position: Q2 2026 in Review

West Family Investments increased its Sun Life Financial (SLF) stake by 1.3% in Q2 2026, buying an estimated $6.26K and bringing the position to 6,542 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #172.

West Family Investments first reported a position in SLF in Q2 2021 and has held it in 20 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

West Family Investments held 6,542 shares of Sun Life Financial worth $513K as of Q2 2026.
West Family Investments bought 87 Sun Life Financial shares in Q2 2026, an estimated $6.26K.
Sun Life Financial made up 0.15% of West Family Investments's portfolio in Q2 2026, its #172 holding.
West Family Investments first reported a position in Sun Life Financial in Q2 2021 and has held it in 20 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.