Coston McIsaac & Partners’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-251
Closed -$15K 905
2025
Q4
$15K Buy
+251
New +$15.2K ﹤0.01% 508

Other funds holding SLF

Coston McIsaac & Partners's SLF Position: Q1 2026 in Review

Coston McIsaac & Partners sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 251 shares — an estimated $15K sold.

Coston McIsaac & Partners first reported a position in SLF in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Coston McIsaac & Partners reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 251 Sun Life Financial shares in Q1 2026, an estimated $15K.
  • Coston McIsaac & Partners first reported a position in Sun Life Financial in Q4 2025 and held it in 1 quarter.
  • Coston McIsaac & Partners's Sun Life Financial position peaked at $15K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.