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Atomi Financial Group’s Sun Life Financial SLF Stock Holding History

Atomi Financial Group’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 		$488K Buy
7,800
+1,980
+34% +$127K 0.02% 721
2025
Q4 		$363K Buy
5,820
+663
+13% +$40.1K 0.01% 833
2025
Q3 		$310K Buy
5,157
+6
+0.1% +$361 0.01% 870
2025
Q2 		$342K Buy
+5,151
New +$316K 0.01% 751
2025
Q1 		– Sell
-4,043
Closed -$240K – 1110
2024
Q4 		$240K Buy
+4,043
New +$239K 0.01% 828

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Atomi Financial Group's SLF Position: Q1 2026 in Review

Atomi Financial Group increased its Sun Life Financial (SLF) stake by 34% in Q1 2026, buying an estimated $127K and bringing the position to 7,800 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #721.

Atomi Financial Group first reported a position in SLF in Q4 2024 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Atomi Financial Group held 7,800 shares of Sun Life Financial worth $488K as of Q1 2026.
  • Atomi Financial Group bought 1,980 Sun Life Financial shares in Q1 2026, an estimated $127K.
  • Sun Life Financial made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #721 holding.
  • Atomi Financial Group first reported a position in Sun Life Financial in Q4 2024 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.