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Caprock Group’s Sun Life Financial SLF Stock Holding History

Caprock 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 		$427K Buy
6,821
+2,765
+68% +$177K 0.01% 803
2025
Q4 		$253K Sell
4,056
-1,127
-22% -$68.1K 0.01% 1048
2025
Q3 		$306K Buy
+5,183
New +$312K 0.01% 937
2025
Q1 		– Sell
-5,055
Closed -$300K – 1163
2024
Q4 		$300K Sell
5,055
-6
-0.1% -$354 0.01% 802
2024
Q3 		$294K Sell
5,061
-278
-5% -$14.5K 0.01% 731
2024
Q2 		$262K Buy
+5,339
New +$271K 0.01% 730

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

Caprock Group's SLF Position: Q1 2026 in Review

Caprock Group increased its Sun Life Financial (SLF) stake by 68% in Q1 2026, buying an estimated $177K and bringing the position to 6,821 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #803.

Caprock Group first reported a position in SLF in Q2 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Caprock Group held 6,821 shares of Sun Life Financial worth $427K as of Q1 2026.
  • Caprock Group bought 2,765 Sun Life Financial shares in Q1 2026, an estimated $177K.
  • Sun Life Financial made up 0.01% of Caprock Group's portfolio in Q1 2026, its #803 holding.
  • Caprock Group first reported a position in Sun Life Financial in Q2 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.