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BOLTON SECURITIES CORPORATION’s Sun Life Financial SLF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$522K Sell
6,658
-262
-4% -$18.9K 0.02% 597
2026
Q1 		$433K Buy
+6,920
New +$442K 0.02% 579
2025
Q3 		$450K Buy
+7,489
New +$450K 0.02% 538
2025
Q1 		$404K Buy
+7,063
New +$403K 0.02% 529

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 $313B AUM 26.62% 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 $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 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 $1.92T AUM 36.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BOLTON SECURITIES CORPORATION's SLF Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Sun Life Financial (SLF) stake by 3.8% in Q2 2026, selling an estimated $18.9K and leaving 6,658 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #597.

BOLTON SECURITIES CORPORATION first reported a position in SLF in Q1 2025 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 6,658 shares of Sun Life Financial worth $522K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION sold 262 Sun Life Financial shares in Q2 2026, an estimated $18.9K.
  • Sun Life Financial made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #597 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Sun Life Financial in Q1 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.