AM INVESTMENT STRATEGIES LLC SLF — SUN LIFE FINANCIAL INC.

Ownership history in AM INVESTMENT STRATEGIES LLC  ·  13 quarters on record

AI Ownership Summary

AM INVESTMENT STRATEGIES LLC reported SUN LIFE FINANCIAL INC. (SLF) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows SLF at 0.12% 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 AM INVESTMENT STRATEGIES 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 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 AM INVESTMENT STRATEGIES LLC fund profile AM INVESTMENT STRATEGIES LLC full holdings
How AM INVESTMENT STRATEGIES 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 ADDED — — — 8,182 +19 +0.2% 0.12% $642K 2026-07-16 $80.91
2026 Q1 ADDED — — — 8,163 +19 +0.2% 0.11% $511K 2026-04-29 $69.23
2025 Q4 ADDED — — — 8,144 +18 +0.2% 0.11% $508K 2026-02-05 $63.02
2025 Q3 ADDED — — — 8,126 +17 +0.2% 0.11% $488K 2025-10-30 $59.36
2025 Q2 ADDED — — — 8,109 +17 +0.2% 0.13% $538K 2025-07-15 $60.25
2025 Q1 ADDED — — — 8,092 +17 +0.2% 0.11% $463K 2025-05-07 $58.18
2024 Q4 ADDED — — — 8,075 +18 +0.2% 0.12% $479K 2025-01-21 $56.14
2024 Q3 ADDED — — — 8,057 +20 +0.2% 0.11% $467K 2024-10-29 $53.55
2024 Q2 ADDED — — — 8,037 +18 +0.2% 0.10% $394K 2024-07-29 $46.19
2024 Q1 ADDED — — — 8,019 +18 +0.2% 0.11% $438K 2024-05-02 $47.96
3 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% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.65% PERISCOPE CAPITAL INC. 3Y 7Y 3.44% 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% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 2.21% BCV Asset Management Inc. 2.05% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 1.85%

FAQ About AM INVESTMENT STRATEGIES 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 AM INVESTMENT STRATEGIES LLC reported owning SLF?

AM INVESTMENT STRATEGIES LLC reported SLF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SLF position in AM INVESTMENT STRATEGIES LLC's portfolio?

The largest reported portfolio weight for SLF was 0.13% in 2025 Q2.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2026 Q2, when AM INVESTMENT STRATEGIES LLC reported 8,182 shares, equal to 0.12% of portfolio, with an estimated market value of $642K.

What does the chart on this SLF ownership page compare?

The chart compares AM INVESTMENT STRATEGIES 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 AM INVESTMENT STRATEGIES LLC time their SLF position?

Based on 13F filing dates vs. subsequent SLF price moves, AM INVESTMENT STRATEGIES LLC correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on SLF relative to SPY over the holding period was +0.2%.

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