Westside Investment Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.8K | Hold |
801
| – | – | 0.01% | 527 |
|
|
2026
Q1 | $50.6K | Hold |
801
| – | – | 0.01% | 561 |
|
|
2025
Q4 | $50.2K | Hold |
801
| – | – | 0.01% | 544 |
|
|
2025
Q3 | $48.2K | Buy |
801
+223
| +39% | +$13.4K | 0.01% | 557 |
|
|
2025
Q2 | $38.4K | Buy |
578
+223
| +63% | +$13.7K | 0.01% | 504 |
|
|
2025
Q1 | $20.3K | Hold |
355
| – | – | ﹤0.01% | 561 |
|
|
2024
Q4 | $21.1K | Hold |
355
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $20.6K | Hold |
355
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $17.4K | Hold |
355
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $19.4K | Hold |
355
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $18.4K | Hold |
355
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $17.3K | Hold |
355
| – | – | 0.01% | 503 |
|
|
2023
Q2 | $18.5K | Hold |
355
| – | – | 0.01% | 499 |
|
|
2023
Q1 | $16.6K | Hold |
355
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $16 | Hold |
355
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $14 | Hold |
355
| – | – | ﹤0.01% | 553 |
|
|
2022
Q2 | $16 | Hold |
355
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $19 | Hold |
355
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $19 | Hold |
355
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $18 | Hold |
355
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $18 | Hold |
355
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $17 | Hold |
355
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $15 | Hold |
355
| – | – | ﹤0.01% | 463 |
|
|
2020
Q3 | $14 | Sell |
355
-1,200
| -77% | -$48.5K | ﹤0.01% | 466 |
|
|
2020
Q2 | $57 | Buy |
1,555
+1,200
| +338% | +$41.2K | ﹤0.01% | 316 |
|
|
2020
Q1 | $11 | Buy |
+355
| New | +$15.2K | ﹤0.01% | 457 |
|
|
2019
Q2 | $14 | Buy |
+355
| New | +$14.3K | ﹤0.01% | 433 |
|
|
2018
Q4 | $11.8K | Hold |
355
| – | – | ﹤0.01% | 442 |
|
|
2018
Q3 | $14.2K | Hold |
355
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $14.2K | Hold |
355
| – | – | 0.01% | 479 |
|
|
2018
Q1 | $14.4K | Hold |
355
| – | – | 0.01% | 456 |
|
|
2017
Q4 | $14.7K | Hold |
355
| – | – | 0.01% | 481 |
|
|
2017
Q3 | $14.1K | Hold |
355
| – | – | 0.01% | 466 |
|
|
2017
Q2 | $13K | Hold |
355
| – | – | 0.01% | 477 |
|
|
2017
Q1 | $12.6K | Hold |
355
| – | – | 0.01% | 437 |
|
|
2016
Q4 | $14.1K | Buy |
+355
| New | +$12.9K | 0.01% | 334 |
|
Other funds holding SLF
Westside Investment Management's SLF Position: Q2 2026 in Review
Westside Investment Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 801 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #527.
Westside Investment Management first reported a position in SLF in Q4 2016 and has held it in 36 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.
- Westside Investment Management held 801 shares of Sun Life Financial worth $62.8K as of Q2 2026.
- Westside Investment Management left its Sun Life Financial share count unchanged in Q2 2026.
- Sun Life Financial made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #527 holding.
- Westside Investment Management first reported a position in Sun Life Financial in Q4 2016 and has held it in 36 quarters since.
- 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.