Corient IA’s Sun Life Financial SLF Stock Holding History

Corient IA’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	$357K	Hold	5,710	–	–	0.34%	108
2025 Q4	$356K	Buy	+5,710	New	+$345K	0.34%	121

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

Corient IA's SLF Position: Q1 2026 in Review

Corient IA held its Sun Life Financial (SLF) position steady in Q1 2026 at 5,710 shares worth $357K. The position accounts for 0.34% of the portfolio, ranked #108.

Corient IA first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Corient IA held 5,710 shares of Sun Life Financial worth $357K as of Q1 2026.
Corient IA left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.34% of Corient IA's portfolio in Q1 2026, its #108 holding.
Corient IA first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.