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Yousif Capital Management’s Sun Life Financial SLF Stock Holding History

Yousif Capital Management’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 		– Sell
-6,899
Closed -$432K – 1758
2026
Q1 		$432K Hold
6,899
– – 0.01% 1467
2025
Q4 		$431K Hold
6,899
– – ﹤0.01% 1481
2025
Q3 		$414K Sell
6,899
-1,490
-18% -$89.6K ﹤0.01% 1513
2025
Q2 		$557K Buy
8,389
+600
+8% +$36.8K 0.01% 1411
2025
Q1 		$446K Hold
7,789
– – 0.01% 1487
2024
Q4 		$462K Sell
7,789
-1,295
-14% -$76.4K 0.01% 1509
2024
Q3 		$527K Sell
9,084
-268
-3% -$14K 0.01% 1472
2024
Q2 		$458K Sell
9,352
-330
-3% -$16.7K 0.01% 1508
2024
Q1 		$528K Buy
9,682
+150
+2% +$7.93K 0.01% 1489
2023
Q4 		$494K Hold
9,532
– – 0.01% 1539
2023
Q3 		$465K Sell
9,532
-320
-3% -$16K 0.01% 1515
2023
Q2 		$513K Buy
9,852
+60
+0.6% +$2.95K 0.01% 1480
2023
Q1 		$457K Hold
9,792
– – 0.01% 1529
2022
Q4 		$455K Hold
9,792
– – 0.01% 1544
2022
Q3 		$389K Buy
9,792
+790
+9% +$35.4K 0.01% 1621
2022
Q2 		$412K Sell
9,002
-65
-0.7% -$3.24K 0.01% 1622
2022
Q1 		$506K Hold
9,067
– – 0.01% 1636
2021
Q4 		$505K Buy
+9,067
New +$501K 0.01% 1658

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Yousif Capital Management's SLF Position: Q2 2026 in Review

Yousif Capital Management sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 6,899 shares — an estimated $432K sold.

Yousif Capital Management first reported a position in SLF in Q4 2021 and held it in 18 quarters. The position peaked at $557K in Q2 2025. 75 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Yousif Capital Management reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 6,899 Sun Life Financial shares in Q2 2026, an estimated $432K.
  • Yousif Capital Management first reported a position in Sun Life Financial in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's Sun Life Financial position peaked at $557K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.