Bartlett & Co Wealth Management’s Sun Life Financial SLF Stock Holding History

Bartlett & Co Wealth 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	$86.6K	Hold	1,200	–	–	﹤0.01%	594
2025 Q4	$74.9K	Hold	1,200	–	–	﹤0.01%	598
2025 Q3	$72K	Hold	1,200	–	–	﹤0.01%	608
2025 Q2	$79.7K	Buy	+1,200	New	+$73.6K	﹤0.01%	588
2021 Q3	–	Sell	-29	Closed	-$1.5K	–	1059
2021 Q2	$1.5K	Hold	29	–	–	﹤0.01%	898
2021 Q1	$1.47K	Hold	29	–	–	﹤0.01%	924
2020 Q4	$1.29K	Buy	+29	New	+$1.26K	﹤0.01%	1000

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

Bartlett & Co Wealth Management's SLF Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Sun Life Financial (SLF) position steady in Q1 2026 at 1,200 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Bartlett & Co Wealth Management first reported a position in SLF in Q4 2020 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Bartlett & Co Wealth Management held 1,200 shares of Sun Life Financial worth $86.6K as of Q1 2026.
Bartlett & Co Wealth Management left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #594 holding.
Bartlett & Co Wealth Management first reported a position in Sun Life Financial in Q4 2020 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.