CIBC Private Wealth Group
SLF icon

CIBC Private Wealth Group’s Sun Life Financial SLF Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$125K Sell
2,000
-203
-9% -$12.3K ﹤0.01% 1406
2025
Q3 		$132K Sell
2,203
-4,110
-65% -$247K ﹤0.01% 1362
2025
Q2 		$419K Sell
6,313
-6,594
-51% -$404K ﹤0.01% 880
2025
Q1 		$691K Sell
12,907
-72
-0.6% -$4.1K ﹤0.01% 732
2024
Q4 		$759K Buy
12,979
+8,380
+182% +$494K ﹤0.01% 762
2024
Q3 		$267K Buy
4,599
+1,025
+29% +$53.6K ﹤0.01% 1067
2024
Q2 		$176K Sell
3,574
-10
-0.3% -$507 ﹤0.01% 1155
2024
Q1 		$193K Buy
+3,584
New +$190K ﹤0.01% 1135
2022
Q3 		– Sell
-367
Closed -$17K – 1154
2022
Q2 		$17K Buy
367
+163
+80% +$8.12K ﹤0.01% 1038
2022
Q1 		$11K Buy
+204
New +$11.2K ﹤0.01% 1136
2021
Q4 		– Sell
-13,684
Closed -$704K – 1044
2021
Q3 		$704K Sell
13,684
-797
-6% -$41K ﹤0.01% 675
2021
Q2 		$747K Sell
14,481
-136
-0.9% -$7.18K ﹤0.01% 723
2021
Q1 		$739K Buy
14,617
+136
+0.9% +$6.66K ﹤0.01% 731
2020
Q4 		$644K Hold
14,481
– – ﹤0.01% 729
2020
Q3 		$590K Hold
14,481
– – ﹤0.01% 659
2020
Q2 		$532K Sell
14,481
-5
-0% -$172 ﹤0.01% 523
2020
Q1 		$465K Sell
14,486
-4,395
-23% -$188K ﹤0.01% 644
2019
Q4 		$861K Buy
18,881
+4,400
+30% +$198K ﹤0.01% 609
2019
Q3 		$649K Sell
14,481
-8,858
-38% -$370K ﹤0.01% 648
2019
Q2 		$965K Hold
23,339
– – ﹤0.01% 588
2019
Q1 		$896K Sell
23,339
-7,073
-23% -$260K ﹤0.01% 613
2018
Q4 		$1.01M Sell
30,412
-2,159
-7% -$78.1K ﹤0.01% 563
2018
Q3 		$1.29M Sell
32,571
-706
-2% -$28.3K ﹤0.01% 621
2018
Q2 		$1.34M Sell
33,277
-2,571
-7% -$106K 0.01% 596
2018
Q1 		$1.47M Sell
35,848
-2,450
-6% -$103K 0.01% 572
2017
Q4 		$1.58M Buy
38,298
+1,171
+3% +$46.7K 0.01% 575
2017
Q3 		$1.48M Buy
37,127
+3,634
+11% +$139K 0.01% 550
2017
Q2 		$1.2M Buy
33,493
+13,902
+71% +$479K 0.01% 441
2017
Q1 		$716K Hold
19,591
– – ﹤0.01% 486
2016
Q4 		$753K Hold
19,591
– – 0.01% 473
2016
Q3 		$638K Hold
19,591
– – ﹤0.01% 503
2016
Q2 		$643K Sell
19,591
-5,346
-21% -$179K ﹤0.01% 509
2016
Q1 		$805K Hold
24,937
– – 0.01% 469
2015
Q4 		$778K Hold
24,937
– – 0.01% 466
2015
Q3 		$804K Hold
24,937
– – 0.01% 469
2015
Q2 		$833K Hold
24,937
– – 0.01% 494
2015
Q1 		$768K Hold
24,937
– – 0.01% 495
2014
Q4 		$899K Hold
24,937
– – 0.01% 478
2014
Q3 		$904K Buy
24,937
+656
+3% +$24.6K 0.01% 462
2014
Q2 		$891K Buy
24,281
+1,400
+6% +$48.2K 0.01% 461
2014
Q1 		$792K Buy
+22,881
New +$788K 0.01% 465

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Private Wealth Group's SLF Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Sun Life Financial (SLF) stake by 9.2% in Q4 2025, selling an estimated $12.3K and leaving 2,000 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

CIBC Private Wealth Group first reported a position in SLF in Q1 2014 and has held it in 41 quarters since. The position peaked at $1.58M in Q4 2017. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • CIBC Private Wealth Group held 2,000 shares of Sun Life Financial worth $125K as of Q4 2025.
  • CIBC Private Wealth Group sold 203 Sun Life Financial shares in Q4 2025, an estimated $12.3K.
  • Sun Life Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1406 holding.
  • CIBC Private Wealth Group first reported a position in Sun Life Financial in Q1 2014 and has held it in 41 quarters since.
  • CIBC Private Wealth Group's Sun Life Financial position peaked at $1.58M in Q4 2017.
  • 439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.