Corient Private Wealth
SLF icon

Corient Private Wealth’s Sun Life Financial SLF Stock Holding History

Corient Private Wealth’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 		$1.02M Sell
16,358
-25,089
-61% -$1.6M ﹤0.01% 1654
2025
Q4 		$2.59M Buy
41,447
+23,388
+130% +$1.41M ﹤0.01% 1388
2025
Q3 		$1.08M Buy
18,059
+2,314
+15% +$139K ﹤0.01% 1395
2025
Q2 		$1.05M Buy
15,745
+338
+2% +$20.7K ﹤0.01% 1344
2025
Q1 		$882K Sell
15,407
-4,736
-24% -$270K ﹤0.01% 1327
2024
Q4 		$1.2M Buy
20,143
+9,800
+95% +$578K ﹤0.01% 1239
2024
Q3 		$600K Sell
10,343
-21
-0.2% -$1.1K ﹤0.01% 1636
2024
Q2 		$508K Buy
10,364
+713
+7% +$36.2K ﹤0.01% 1635
2024
Q1 		$527K Buy
9,651
+137
+1% +$7.25K ﹤0.01% 1602
2023
Q4 		$493K Sell
9,514
-1,329
-12% -$65.4K ﹤0.01% 1613
2023
Q3 		$529K Buy
10,843
+2,991
+38% +$150K ﹤0.01% 1470
2023
Q2 		$409K Sell
7,852
-116
-1% -$5.7K ﹤0.01% 1549
2023
Q1 		$372K Buy
+7,968
New +$384K ﹤0.01% 1501

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

Corient Private Wealth's SLF Position: Q1 2026 in Review

Corient Private Wealth reduced its Sun Life Financial (SLF) stake by 61% in Q1 2026, selling an estimated $1.6M and leaving 16,358 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Corient Private Wealth first reported a position in SLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.59M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Corient Private Wealth held 16,358 shares of Sun Life Financial worth $1.02M as of Q1 2026.
  • Corient Private Wealth sold 25,089 Sun Life Financial shares in Q1 2026, an estimated $1.6M.
  • Sun Life Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1654 holding.
  • Corient Private Wealth first reported a position in Sun Life Financial in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Sun Life Financial position peaked at $2.59M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.