Guardian Partners Inc. SLF — SUN LIFE FINANCIAL INC.

Ownership history in Guardian Partners Inc.  ·  5 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported SUN LIFE FINANCIAL INC. (SLF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.97% in 2024 Q4. The latest visible filing shows SLF at 0.78% 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.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners Inc.'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
2025 Q4

SLF was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Guardian Partners Inc. fund profile Guardian Partners Inc. full holdings
How Guardian Partners Inc. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 148,149 +1,563 +1.1% 0.78% $9.7M 2026-02-14 (Est.) $68.24
2025 Q3 REDUCED — — — 146,586 -4,339 -2.9% 0.75% $8.8M 2025-11-13 $58.32
2025 Q2 REDUCED 6.6% -10.6% ✅ 150,925 -10,679 -6.6% 0.84% $9.3M 2025-08-07 $60.85
2025 Q1 REDUCED — — — 161,604 -1,304 -0.8% 0.93% $9.0M 2025-05-16 $61.65
2024 Q4 INITIATED — — — 162,908 — — 0.97% $9.5M 2025-02-11 $56.61

🏢 Other funds also holding SLF

As of 2026 Q1 — sorted by position size

Value Partners Investments Inc. 3Y 5.37% Cardinal Capital Management, Inc. 3Y 7Y 3.76% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.29% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.97% QV Investors Inc. 3Y 7Y 2.61% Lorne Steinberg Wealth Management Inc. 3Y 2.28% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.19% PERISCOPE CAPITAL INC. 3Y 7Y 1.94% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 1.9% BCV Asset Management Inc. 1.89%

FAQ About Guardian Partners Inc. and SLF

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

How long has Guardian Partners Inc. reported owning SLF?

Guardian Partners Inc. reported SLF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SLF position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for SLF was 0.97% in 2024 Q4.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2025 Q4, when Guardian Partners Inc. reported 148,149 shares, equal to 0.78% of portfolio, with an estimated market value of $9.7M.

What does the chart on this SLF ownership page compare?

The chart compares Guardian Partners Inc.'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 Guardian Partners Inc. time their SLF position?

Based on 13F filing dates vs. subsequent SLF price moves, Guardian Partners Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SLF relative to SPY over the holding period was +5.7%.

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