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Chung Wu Investment Group’s Sun Life Financial SLF Stock Holding History

Chung Wu Investment 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 		$97.2K Hold
1,553
– – 0.08% 109
2025
Q4 		$96.9K Hold
1,553
– – 0.08% 111
2025
Q3 		$93.2K Hold
1,553
– – 0.08% 113
2025
Q2 		$103K Buy
+1,553
New +$95.2K 0.11% 98

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

Chung Wu Investment Group's SLF Position: Q1 2026 in Review

Chung Wu Investment Group held its Sun Life Financial (SLF) position steady in Q1 2026 at 1,553 shares worth $97.2K. The position accounts for 0.08% of the portfolio, ranked #109.

Chung Wu Investment Group first reported a position in SLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $103K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Chung Wu Investment Group held 1,553 shares of Sun Life Financial worth $97.2K as of Q1 2026.
  • Chung Wu Investment Group left its Sun Life Financial share count unchanged in Q1 2026.
  • Sun Life Financial made up 0.08% of Chung Wu Investment Group's portfolio in Q1 2026, its #109 holding.
  • Chung Wu Investment Group first reported a position in Sun Life Financial in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Sun Life Financial position peaked at $103K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.