Zions Bancorporation, National Association’s Sun Life Financial SLF Stock Holding History

Zions Bancorporation, National Association’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	$15.8K	Hold	202	–	–	﹤0.01%	824
2026 Q1	$12.6K	Sell	202 -19	-9%	-$1.22K	﹤0.01%	837
2025 Q4	$13.8K	Buy	221 +6	+3%	+$362	﹤0.01%	791
2025 Q3	$12.9K	Sell	215 -40	-16%	-$2.41K	﹤0.01%	658
2025 Q2	$16.9K	Sell	255 -1	-0.4%	-$61	﹤0.01%	649
2025 Q1	$14.7K	Buy	+256	New	+$14.6K	﹤0.01%	659

Other funds holding SLF

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

LSWM

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

Zions Bancorporation, National Association's SLF Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Sun Life Financial (SLF) position steady in Q2 2026 at 202 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Zions Bancorporation, National Association first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.9K in Q2 2025. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Zions Bancorporation, National Association held 202 shares of Sun Life Financial worth $15.8K as of Q2 2026.
Zions Bancorporation, National Association left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #824 holding.
Zions Bancorporation, National Association first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Sun Life Financial position peaked at $16.9K in Q2 2025.
168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.