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Cozad Asset Management’s Sun Life Financial SLF Stock Holding History

Cozad Asset Management’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 		$255K Sell
4,072
-396
-9% -$25.3K 0.02% 385
2025
Q4 		$279K Hold
4,468
– – 0.02% 368
2025
Q3 		$268K Buy
4,468
+85
+2% +$5.11K 0.02% 372
2025
Q2 		$291K Hold
4,383
– – 0.03% 349
2025
Q1 		$251K Hold
4,383
– – 0.03% 348
2024
Q4 		$260K Sell
4,383
-432
-9% -$25.5K 0.02% 344
2024
Q3 		$279K Sell
4,815
-597
-11% -$31.2K 0.03% 339
2024
Q2 		$265K Sell
5,412
-285
-5% -$14.5K 0.03% 336
2024
Q1 		$311K Sell
5,697
-222
-4% -$11.7K 0.03% 317
2023
Q4 		$307K Hold
5,919
– – 0.04% 316
2023
Q3 		$289K Buy
5,919
+22
+0.4% +$1.1K 0.04% 308
2023
Q2 		$307K Sell
5,897
-60
-1% -$2.95K 0.04% 297
2023
Q1 		$278K Sell
5,957
-470
-7% -$22.6K 0.04% 310
2022
Q4 		$298K Buy
6,427
+1,040
+19% +$46K 0.04% 295
2022
Q3 		$214K Sell
5,387
-131
-2% -$5.87K 0.03% 325
2022
Q2 		$253K Buy
5,518
+200
+4% +$9.96K 0.04% 304
2022
Q1 		$297K Sell
5,318
-646
-11% -$35.6K 0.04% 295
2021
Q4 		$332K Buy
5,964
+470
+9% +$26K 0.05% 264
2021
Q3 		$283K Hold
5,494
– – 0.04% 280
2021
Q2 		$283K Hold
5,494
– – 0.04% 283
2021
Q1 		$278K Hold
5,494
– – 0.05% 290
2020
Q4 		$244K Sell
5,494
-270
-5% -$11.7K 0.04% 290
2020
Q3 		$235K Sell
5,764
-490
-8% -$19.8K 0.04% 286
2020
Q2 		$230K Sell
6,254
-277
-4% -$9.52K 0.05% 286
2020
Q1 		$210K Sell
6,531
-154
-2% -$6.6K 0.07% 192
2019
Q4 		$305K Sell
6,685
-842
-11% -$37.9K 0.08% 191
2019
Q3 		$337K Buy
7,527
+150
+2% +$6.27K 0.1% 180
2019
Q2 		$305K Sell
7,377
-56
-0.8% -$2.25K 0.09% 187
2019
Q1 		$286K Hold
7,433
– – 0.09% 195
2018
Q4 		$247K Sell
7,433
-766
-9% -$27.7K 0.09% 200
2018
Q3 		$326K Hold
8,199
– – 0.1% 173
2018
Q2 		$329K Buy
+8,199
New +$339K 0.1% 168

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

Cozad Asset Management's SLF Position: Q1 2026 in Review

Cozad Asset Management reduced its Sun Life Financial (SLF) stake by 8.9% in Q1 2026, selling an estimated $25.3K and leaving 4,072 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #385.

Cozad Asset Management first reported a position in SLF in Q2 2018 and has held it in 32 quarters since. The position peaked at $337K in Q3 2019. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Cozad Asset Management held 4,072 shares of Sun Life Financial worth $255K as of Q1 2026.
  • Cozad Asset Management sold 396 Sun Life Financial shares in Q1 2026, an estimated $25.3K.
  • Sun Life Financial made up 0.02% of Cozad Asset Management's portfolio in Q1 2026, its #385 holding.
  • Cozad Asset Management first reported a position in Sun Life Financial in Q2 2018 and has held it in 32 quarters since.
  • Cozad Asset Management's Sun Life Financial position peaked at $337K in Q3 2019.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.