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Westerkirk Capital’s Sun Life Financial SLF Stock Holding History

Westerkirk Capital’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 		$1.37M Hold
17,460
– – 0.13% 104
2026
Q1 		$1.09M Buy
17,460
+800
+5% +$51.1K 0.12% 106
2025
Q4 		$1.04M Sell
16,660
-14,600
-47% -$882K 0.1% 106
2025
Q3 		$1.88M Sell
31,260
-3,800
-11% -$229K 0.21% 90
2025
Q2 		$2.33M Buy
+35,060
New +$2.15M 0.29% 71

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

Westerkirk Capital's SLF Position: Q2 2026 in Review

Westerkirk Capital held its Sun Life Financial (SLF) position steady in Q2 2026 at 17,460 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #104.

Westerkirk Capital first reported a position in SLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Westerkirk Capital held 17,460 shares of Sun Life Financial worth $1.37M as of Q2 2026.
  • Westerkirk Capital left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up 0.13% of Westerkirk Capital's portfolio in Q2 2026, its #104 holding.
  • Westerkirk Capital first reported a position in Sun Life Financial in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Sun Life Financial position peaked at $2.33M in Q2 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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