AGF Management’s Sun Life Financial SLF Stock Holding History

AGF 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 Q1	$62.1M	Buy	712,939 +3,241	+0.5%	+$207K	0.28%	103
2025 Q4	$60.8M	Sell	709,698 -194,786	-22%	-$11.8M	0.26%	100
2025 Q3	$70.7M	Sell	904,484 -318,164	-26%	-$19.1M	0.31%	94
2025 Q2	$98M	Sell	1,222,648 -622,200	-34%	-$38.2M	0.44%	69
2025 Q1	$123M	Buy	1,844,848 +869	+0%	+$49.5K	0.65%	47
2024 Q4	$128M	Sell	1,843,979 -290,077	-14%	-$17.1M	0.63%	45
2024 Q3	$138M	Sell	2,134,056 -379,293	-15%	-$19.8M	0.7%	37
2024 Q2	$136M	Buy	2,513,349 +797,901	+47%	+$40.5M	0.75%	31
2024 Q1	$88.1M	Buy	1,715,448 +180,160	+12%	+$9.53M	0.49%	69
2023 Q4	$91.8M	Buy	1,535,288 +734,549	+92%	+$36.1M	0.54%	65
2023 Q3	$39.1M	Sell	800,739 -16,341	-2%	-$819K	0.28%	106
2023 Q2	$42.6M	Sell	817,080 -499,024	-38%	-$24.5M	0.31%	98
2023 Q1	$61.5M	Buy	1,316,104 +249,846	+23%	+$12M	0.42%	82
2022 Q4	$49.5M	Buy	+1,066,258	New	+$47.2M	0.36%	84

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

AGF Management's SLF Position: Q1 2026 in Review

AGF Management increased its Sun Life Financial (SLF) stake by 0.46% in Q1 2026, buying an estimated $207K and bringing the position to 712,939 shares worth $62.1M. The position accounts for 0.28% of the portfolio, ranked #103.

AGF Management first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $138M in Q3 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

AGF Management held 712,939 shares of Sun Life Financial worth $62.1M as of Q1 2026.
AGF Management bought 3,241 Sun Life Financial shares in Q1 2026, an estimated $207K.
Sun Life Financial made up 0.28% of AGF Management's portfolio in Q1 2026, its #103 holding.
AGF Management first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
AGF Management's Sun Life Financial position peaked at $138M in Q3 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.