BankPlus Trust Department’s Sun Life Financial SLF Stock Holding History

BankPlus Trust Department’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	$42.6K	Hold	681	–	–	0.01%	273
2025 Q4	$42.5K	Hold	681	–	–	0.01%	268
2025 Q3	$40.9K	Hold	681	–	–	0.01%	262
2025 Q2	$45.3K	Hold	681	–	–	0.01%	239
2025 Q1	$39K	Hold	681	–	–	0.01%	243
2024 Q4	$40.4K	Buy	+681	New	+$40.2K	0.01%	236

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

BankPlus Trust Department's SLF Position: Q1 2026 in Review

BankPlus Trust Department held its Sun Life Financial (SLF) position steady in Q1 2026 at 681 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #273.

BankPlus Trust Department first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.3K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

BankPlus Trust Department held 681 shares of Sun Life Financial worth $42.6K as of Q1 2026.
BankPlus Trust Department left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #273 holding.
BankPlus Trust Department first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Sun Life Financial position peaked at $45.3K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.