Bruce G. Allen Investments’s Sun Life Financial SLF Stock Holding History

Bruce G. Allen Investments’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	$187K	Hold	2,994	–	–	0.12%	80
2025 Q4	$187K	Hold	2,994	–	–	0.13%	81
2025 Q3	$180K	Hold	2,994	–	–	0.13%	82
2025 Q2	$199K	Hold	2,994	–	–	0.15%	74
2025 Q1	$171K	Sell	2,994 -73	-2%	-$4.16K	0.14%	84
2024 Q4	$182K	Buy	3,067 +18	+0.6%	+$1.06K	0.15%	82
2024 Q3	$177K	Buy	3,049 +118	+4%	+$6.17K	0.14%	92
2024 Q2	$144K	Buy	2,931 +32	+1%	+$1.62K	0.12%	105
2024 Q1	$158K	Hold	2,899	–	–	0.13%	96
2023 Q4	$150K	Buy	+2,899	New	+$143K	0.14%	97

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

Bruce G. Allen Investments's SLF Position: Q1 2026 in Review

Bruce G. Allen Investments held its Sun Life Financial (SLF) position steady in Q1 2026 at 2,994 shares worth $187K. The position accounts for 0.12% of the portfolio, ranked #80.

Bruce G. Allen Investments first reported a position in SLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $199K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Bruce G. Allen Investments held 2,994 shares of Sun Life Financial worth $187K as of Q1 2026.
Bruce G. Allen Investments left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.12% of Bruce G. Allen Investments's portfolio in Q1 2026, its #80 holding.
Bruce G. Allen Investments first reported a position in Sun Life Financial in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Sun Life Financial position peaked at $199K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.