Creative Financial Designs’s Sun Life Financial SLF Stock Holding History

Creative Financial Designs’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	$1.25K	Hold	20	–	–	﹤0.01%	1851
2025 Q4	$1.25K	Hold	20	–	–	﹤0.01%	1759
2025 Q3	$1.2K	Buy	+20	New	+$1.2K	﹤0.01%	1783
2024 Q4	–	Sell	-200	Closed	-$11.6K	–	1839
2024 Q3	$11.6K	Sell	200 -352	-64%	-$18.4K	﹤0.01%	1161
2024 Q2	$27K	Sell	552 -837	-60%	-$42.5K	﹤0.01%	926
2024 Q1	$75.8K	Sell	1,389 -702	-34%	-$37.1K	0.01%	623
2023 Q4	$108K	Sell	2,091 -1,510	-42%	-$74.3K	0.01%	524
2023 Q3	$176K	Sell	3,601 -1,102	-23%	-$55.2K	0.02%	360
2023 Q2	$245K	Sell	4,703 -147	-3%	-$7.22K	0.03%	309
2023 Q1	$226K	Buy	+4,850	New	+$233K	0.03%	312

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

Creative Financial Designs's SLF Position: Q1 2026 in Review

Creative Financial Designs held its Sun Life Financial (SLF) position steady in Q1 2026 at 20 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Creative Financial Designs first reported a position in SLF in Q1 2023 and has held it in 10 quarters since. The position peaked at $245K in Q2 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Creative Financial Designs held 20 shares of Sun Life Financial worth $1.25K as of Q1 2026.
Creative Financial Designs left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1851 holding.
Creative Financial Designs first reported a position in Sun Life Financial in Q1 2023 and has held it in 10 quarters since.
Creative Financial Designs's Sun Life Financial position peaked at $245K in Q2 2023.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.