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AlphaCore Capital’s Sun Life Financial SLF Stock Holding History

AlphaCore Capital’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 		– Sell
-4,425
Closed -$276K – 1470
2025
Q4 		$276K Buy
4,425
+682
+18% +$41.2K 0.01% 840
2025
Q3 		$225K Buy
3,743
+2,824
+307% +$170K 0.01% 671
2025
Q2 		$61.1K Buy
+919
New +$56.4K ﹤0.01% 797

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AlphaCore Capital's SLF Position: Q1 2026 in Review

AlphaCore Capital sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 4,425 shares — an estimated $276K sold.

AlphaCore Capital first reported a position in SLF in Q2 2025 and held it in 3 quarters. The position peaked at $276K in Q4 2025. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • AlphaCore Capital reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 4,425 Sun Life Financial shares in Q1 2026, an estimated $276K.
  • AlphaCore Capital first reported a position in Sun Life Financial in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's Sun Life Financial position peaked at $276K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.