Creative Planning’s Sun Life Financial SLF Stock Holding History

Creative Planning’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	$6.61M	Buy	105,613 +21,987	+26%	+$1.41M	﹤0.01%	981
2025 Q4	$5.22M	Buy	83,626 +3,353	+4%	+$203K	﹤0.01%	983
2025 Q3	$4.82M	Buy	80,273 +12,811	+19%	+$771K	﹤0.01%	908
2025 Q2	$4.48M	Buy	67,462 +7,306	+12%	+$448K	﹤0.01%	821
2025 Q1	$3.44M	Buy	60,156 +3,452	+6%	+$197K	﹤0.01%	867
2024 Q4	$3.36M	Buy	56,704 +8,146	+17%	+$481K	﹤0.01%	840
2024 Q3	$2.82M	Buy	48,558 +590	+1%	+$30.8K	﹤0.01%	893
2024 Q2	$2.35M	Buy	47,968 +12,049	+34%	+$611K	﹤0.01%	922
2024 Q1	$1.96M	Buy	35,919 +2,843	+9%	+$150K	﹤0.01%	963
2023 Q4	$1.72M	Buy	33,076 +2,248	+7%	+$111K	﹤0.01%	972
2023 Q3	$1.5M	Sell	30,828 -3,224	-9%	-$162K	﹤0.01%	978
2023 Q2	$1.77M	Buy	34,052 +12,392	+57%	+$609K	﹤0.01%	878
2023 Q1	$1.01M	Buy	21,660 +5,347	+33%	+$257K	﹤0.01%	1073
2022 Q4	$757K	Buy	16,313 +2,019	+14%	+$89.3K	﹤0.01%	1177
2022 Q3	$568K	Buy	14,294 +4,761	+50%	+$213K	﹤0.01%	1255
2022 Q2	$437K	Buy	9,533 +1,522	+19%	+$75.8K	﹤0.01%	1391
2022 Q1	$447K	Buy	8,011 +463	+6%	+$25.5K	﹤0.01%	1385
2021 Q4	$420K	Sell	7,548 -440	-6%	-$24.3K	﹤0.01%	1411
2021 Q3	$411K	Buy	7,988 +518	+7%	+$26.6K	﹤0.01%	1400
2021 Q2	$385K	Sell	7,470 -4,188	-36%	-$221K	﹤0.01%	1421
2021 Q1	$589K	Buy	11,658 +1,371	+13%	+$67.1K	﹤0.01%	1323
2020 Q4	$457K	Sell	10,287 -4,059	-28%	-$176K	﹤0.01%	1375
2020 Q3	$584K	Buy	14,346 +5,096	+55%	+$206K	﹤0.01%	1054
2020 Q2	$340K	Buy	9,250 +1,334	+17%	+$45.8K	﹤0.01%	1234
2020 Q1	$254K	Sell	7,916 -41	-0.5%	-$1.76K	﹤0.01%	1253
2019 Q4	$363K	Hold	7,957	–	–	﹤0.01%	1292
2019 Q3	$357K	Sell	7,957 -53	-0.7%	-$2.21K	﹤0.01%	1256
2019 Q2	$331K	Buy	8,010 +553	+7%	+$22.2K	﹤0.01%	1313
2019 Q1	$286K	Sell	7,457 -4,426	-37%	-$162K	﹤0.01%	1353
2018 Q4	$394K	Sell	11,883 -40	-0.3%	-$1.45K	﹤0.01%	1082
2018 Q3	$474K	Buy	11,923 +34	+0.3%	+$1.36K	﹤0.01%	1105
2018 Q2	$477K	Buy	11,889 +32	+0.3%	+$1.32K	﹤0.01%	1098
2018 Q1	$488K	Sell	11,857 -47	-0.4%	-$1.98K	﹤0.01%	1100
2017 Q4	$491K	Buy	11,904 +1,030	+9%	+$41.1K	﹤0.01%	1077
2017 Q3	$433K	Buy	10,874 +950	+10%	+$36.3K	﹤0.01%	1118
2017 Q2	$355K	Hold	9,924	–	–	﹤0.01%	1190
2017 Q1	$363K	Hold	9,924	–	–	﹤0.01%	1156
2016 Q4	$381K	Buy	9,924 +1,329	+15%	+$48.2K	﹤0.01%	1061
2016 Q3	$280K	Buy	8,595 +1,596	+23%	+$51.3K	﹤0.01%	1214
2016 Q2	$230K	Hold	6,999	–	–	﹤0.01%	1189
2016 Q1	$226K	Sell	6,999 -1,119	-14%	-$32.8K	﹤0.01%	1149
2015 Q4	$253K	Buy	8,118 +5,546	+216%	+$183K	﹤0.01%	1075
2015 Q3	$83K	Buy	+2,572	New	+$83.4K	﹤0.01%	1702
2015 Q2	–	Sell	-1,972	Closed	-$61K	–	2701
2015 Q1	$61K	Buy	1,972 +438	+29%	+$14K	﹤0.01%	1878
2014 Q4	$55K	Hold	1,534	–	–	﹤0.01%	1953
2014 Q3	$56K	Sell	1,534 -13	-0.8%	-$488	﹤0.01%	1848
2014 Q2	$57K	Buy	1,547 +210	+16%	+$7.23K	﹤0.01%	1799
2014 Q1	$46K	Sell	1,337 -94	-7%	-$3.24K	﹤0.01%	1858
2013 Q4	$51K	Buy	1,431 +690	+93%	+$23.5K	﹤0.01%	1599
2013 Q3	$24K	Buy	741 +700	+1,707%	+$22.3K	﹤0.01%	1993
2013 Q2	$1K	Buy	+41	New	+$1.17K	﹤0.01%	2971

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 Planning's SLF Position: Q1 2026 in Review

Creative Planning increased its Sun Life Financial (SLF) stake by 26% in Q1 2026, buying an estimated $1.41M and bringing the position to 105,613 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Creative Planning first reported a position in SLF in Q2 2013 and has held it in 51 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Creative Planning held 105,613 shares of Sun Life Financial worth $6.61M as of Q1 2026.
Creative Planning bought 21,987 Sun Life Financial shares in Q1 2026, an estimated $1.41M.
Sun Life Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #981 holding.
Creative Planning first reported a position in Sun Life Financial in Q2 2013 and has held it in 51 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.