Clean Yield Group’s Sun Life Financial SLF Stock Holding History

Clean Yield 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	$23.8K	Sell	380 -299	-44%	-$19.1K	0.01%	270
2025 Q4	$42.4K	Sell	679 -246	-27%	-$14.9K	0.01%	244
2025 Q3	$55.5K	Hold	925	–	–	0.02%	217
2025 Q2	$61.5K	Buy	925 +249	+37%	+$15.3K	0.02%	208
2025 Q1	$38.7K	Hold	676	–	–	0.01%	246
2024 Q4	$40.1K	Hold	676	–	–	0.01%	245
2024 Q3	$39.2K	Buy	+676	New	+$35.3K	0.01%	248

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

Clean Yield Group's SLF Position: Q1 2026 in Review

Clean Yield Group reduced its Sun Life Financial (SLF) stake by 44% in Q1 2026, selling an estimated $19.1K and leaving 380 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #270.

Clean Yield Group first reported a position in SLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $61.5K in Q2 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Clean Yield Group held 380 shares of Sun Life Financial worth $23.8K as of Q1 2026.
Clean Yield Group sold 299 Sun Life Financial shares in Q1 2026, an estimated $19.1K.
Sun Life Financial made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #270 holding.
Clean Yield Group first reported a position in Sun Life Financial in Q3 2024 and has held it in 7 quarters since.
Clean Yield Group's Sun Life Financial position peaked at $61.5K in Q2 2025.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.