Aviso Financial’s Sun Life Financial SLF Stock Holding History

Aviso Financial’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	$7.25M	Sell	115,804 -5,690	-5%	-$364K	0.26%	51
2025 Q4	$7.58M	Sell	121,494 -5,980	-5%	-$361K	0.29%	44
2025 Q3	$7.66M	Sell	127,474 -2,926	-2%	-$176K	0.31%	46
2025 Q2	$8.68M	Buy	130,400 +16,182	+14%	+$992K	0.39%	42
2025 Q1	$6.54M	Buy	114,218 +10,097	+10%	+$575K	0.32%	45
2024 Q4	$6.18M	Buy	104,121 +3,378	+3%	+$199K	0.31%	48
2024 Q3	$5.84M	Buy	100,743 +8,188	+9%	+$428K	0.29%	50
2024 Q2	$4.52M	Buy	+92,555	New	+$4.7M	0.25%	56

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

Aviso Financial's SLF Position: Q1 2026 in Review

Aviso Financial reduced its Sun Life Financial (SLF) stake by 4.7% in Q1 2026, selling an estimated $364K and leaving 115,804 shares worth $7.25M. The position accounts for 0.26% of the portfolio, ranked #51.

Aviso Financial first reported a position in SLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.68M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Aviso Financial held 115,804 shares of Sun Life Financial worth $7.25M as of Q1 2026.
Aviso Financial sold 5,690 Sun Life Financial shares in Q1 2026, an estimated $364K.
Sun Life Financial made up 0.26% of Aviso Financial's portfolio in Q1 2026, its #51 holding.
Aviso Financial first reported a position in Sun Life Financial in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Sun Life Financial position peaked at $8.68M in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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