TODD ASSET MANAGEMENT LLC SLF — SUN LIFE FINANCIAL INC.

Ownership history in TODD ASSET MANAGEMENT LLC  ·  61 quarters on record

AI Ownership Summary

TODD ASSET MANAGEMENT LLC reported SUN LIFE FINANCIAL INC. (SLF) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.91% in 2026 Q2. The latest visible filing shows SLF at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TODD ASSET MANAGEMENT LLC's position in SUN LIFE FINANCIAL INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SLF was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLF stock page TODD ASSET MANAGEMENT LLC fund profile TODD ASSET MANAGEMENT LLC full holdings
How TODD ASSET MANAGEMENT LLC held SLF — position size vs. price
% of Fund (quarterly)    SLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 656,501 -5,557 -0.8% 0.91% $51.5M 2026-08-04 $82.27
2026 Q1 ADDED — — — 662,058 +5,932 +0.9% 0.81% $41.4M 2026-05-12 $69.95
2025 Q4 REDUCED — — — 656,126 -15,394 -2.3% 0.80% $40.9M 2026-02-09 $63.21
2025 Q3 ADDED — — — 671,520 +36,204 +5.7% 0.82% $40.3M 2025-11-07 $57.38
2025 Q2 ADDED — — — 635,316 +7,314 +1.2% 0.91% $42.2M 2025-08-13 $56.81
2025 Q1 REDUCED — — — 628,002 -7,700 -1.2% 0.85% $36.0M 2025-05-12 $60.62
2024 Q4 ADDED — — — 635,702 +37,194 +6.2% 0.90% $37.7M 2025-02-04 $55.44
2024 Q3 ADDED — — — 598,508 +114,961 +23.8% 0.81% $34.7M 2024-11-13 $57.26
2024 Q2 ADDED — — — 483,547 +4,624 +1.0% 0.49% $23.7M 2024-08-14 $47.93
2024 Q1 ADDED — — — 478,923 +39,167 +8.9% 0.53% $26.1M 2024-05-15 $47.24
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLF

As of 2026 Q2 — sorted by position size

Value Partners Investments Inc. 3Y 5.04% QV Investors Inc. 3Y 7Y 2.94% Lorne Steinberg Wealth Management Inc. 3Y 2.69% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.5% Cardinal Capital Management, Inc. 3Y 7Y 2.22% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 1.56% TD Waterhouse Canada Inc. 1.14% Guardian Partners Inc. 0.91% TD ASSET MANAGEMENT INC 3Y 7Y 0.69% CIBC Asset Management Inc 3Y 7Y 0.66%

FAQ About TODD ASSET MANAGEMENT LLC and SLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has TODD ASSET MANAGEMENT LLC reported owning SLF?

TODD ASSET MANAGEMENT LLC reported SLF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SLF position in TODD ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SLF was 0.91% in 2026 Q2.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2026 Q2, when TODD ASSET MANAGEMENT LLC reported 656,501 shares, equal to 0.91% of portfolio, with an estimated market value of $51.5M.

What does the chart on this SLF ownership page compare?

The chart compares TODD ASSET MANAGEMENT LLC's quarterly SLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TODD ASSET MANAGEMENT LLC time their SLF position?

Based on 13F filing dates vs. subsequent SLF price moves, TODD ASSET MANAGEMENT LLC correctly timed 33 out of 57 reported position changes (58%). The annualised alpha on SLF relative to SPY over the holding period was -1.5%.

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