Cerity Partners
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Cerity Partners’s Sun Life Financial SLF Stock Holding History

Cerity Partners’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 		$2.18M Buy
34,858
+8,567
+33% +$548K ﹤0.01% 1442
2025
Q4 		$1.64M Buy
26,291
+1,150
+5% +$69.5K ﹤0.01% 1457
2025
Q3 		$1.51M Sell
25,141
-90
-0.4% -$5.41K ﹤0.01% 1413
2025
Q2 		$1.68M Buy
25,231
+342
+1% +$21K ﹤0.01% 1290
2025
Q1 		$1.43M Buy
24,889
+1,022
+4% +$58.3K ﹤0.01% 1274
2024
Q4 		$1.4M Sell
23,867
-5,948
-20% -$351K ﹤0.01% 1260
2024
Q3 		$1.73M Buy
29,815
+14,034
+89% +$733K ﹤0.01% 1155
2024
Q2 		$773K Sell
15,781
-7,039
-31% -$357K ﹤0.01% 1341
2024
Q1 		$1.25M Buy
22,820
+9,650
+73% +$510K ﹤0.01% 1177
2023
Q4 		$683K Buy
13,170
+5,844
+80% +$288K ﹤0.01% 1135
2023
Q3 		$358K Sell
7,326
-1,114
-13% -$55.8K ﹤0.01% 1091
2023
Q2 		$440K Sell
8,440
-45
-0.5% -$2.21K ﹤0.01% 1237
2023
Q1 		$396K Buy
8,485
+2,815
+50% +$136K ﹤0.01% 1405
2022
Q4 		$263K Buy
5,670
+6
+0.1% +$265 ﹤0.01% 1200
2022
Q3 		$226K Buy
+5,664
New +$254K ﹤0.01% 1011
2019
Q1 		– Sell
-8,008
Closed -$266K – 568
2018
Q4 		$266K Buy
+8,008
New +$290K 0.02% 427
2017
Q4 		– Sell
-5,414
Closed -$216K – 593
2017
Q3 		$216K Buy
+5,414
New +$207K 0.02% 522

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

Cerity Partners's SLF Position: Q1 2026 in Review

Cerity Partners increased its Sun Life Financial (SLF) stake by 33% in Q1 2026, buying an estimated $548K and bringing the position to 34,858 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Cerity Partners first reported a position in SLF in Q3 2017 and has held it in 17 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Cerity Partners held 34,858 shares of Sun Life Financial worth $2.18M as of Q1 2026.
  • Cerity Partners bought 8,567 Sun Life Financial shares in Q1 2026, an estimated $548K.
  • Sun Life Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1442 holding.
  • Cerity Partners first reported a position in Sun Life Financial in Q3 2017 and has held it in 17 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.