CP
SLF icon

Cumberland Partners’s Sun Life Financial SLF Stock Holding History

Cumberland Partners’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 		$418K Buy
6,678
+209
+3% +$13.4K 0.03% 146
2025
Q4 		$404K Sell
6,469
-209
-3% -$12.6K 0.02% 157
2025
Q3 		$401K Sell
6,678
-28,008
-81% -$1.68M 0.03% 146
2025
Q2 		$2.3M Buy
34,686
+3,770
+12% +$231K 0.16% 94
2025
Q1 		$1.77M Buy
30,916
+19,370
+168% +$1.1M 0.14% 106
2024
Q4 		$684K Buy
11,546
+5,600
+94% +$330K 0.05% 137
2024
Q3 		$345K Hold
5,946
– – 0.02% 165
2024
Q2 		$291K Sell
5,946
-8,100
-58% -$411K 0.02% 163
2024
Q1 		$767K Sell
14,046
-7
-0% -$370 0.06% 145
2023
Q4 		$713K Sell
14,053
-300
-2% -$14.8K 0.07% 138
2023
Q3 		$703K Sell
14,353
-4,294
-23% -$215K 0.07% 130
2023
Q2 		$973K Buy
18,647
+2,759
+17% +$136K 0.09% 120
2023
Q1 		$741K Sell
15,888
-4,975
-24% -$239K 0.07% 119
2022
Q4 		$968K Buy
20,863
+8,759
+72% +$388K 0.1% 106
2022
Q3 		$483K Sell
12,104
-13,592
-53% -$609K 0.05% 132
2022
Q2 		$1.18M Sell
25,696
-4,400
-15% -$219K 0.11% 101
2022
Q1 		$1.68M Buy
30,096
+13,274
+79% +$731K 0.13% 98
2021
Q4 		$937K Buy
16,822
+6,700
+66% +$370K 0.07% 133
2021
Q3 		$520K Hold
10,122
– – 0.04% 151
2021
Q2 		$521K Sell
10,122
-11,269
-53% -$595K 0.04% 143
2021
Q1 		$1.08M Sell
21,391
-1,325
-6% -$64.9K 0.09% 123
2020
Q4 		$1.01M Buy
22,716
+3,149
+16% +$136K 0.09% 117
2020
Q3 		$796K Buy
19,567
+1,800
+10% +$72.8K 0.08% 110
2020
Q2 		$651K Sell
17,767
-3,955
-18% -$136K 0.07% 129
2020
Q1 		$693K Sell
21,722
-6,334
-23% -$271K 0.08% 114
2019
Q4 		$1.28M Sell
28,056
-1,445
-5% -$65K 0.11% 103
2019
Q3 		$1.32M Buy
29,501
+2,235
+8% +$93.4K 0.13% 93
2019
Q2 		$1.13M Sell
27,266
-1,753
-6% -$70.4K 0.11% 98
2019
Q1 		$1.11M Buy
29,019
+2,880
+11% +$106K 0.11% 100
2018
Q4 		$867K Sell
26,139
-5,956
-19% -$215K 0.1% 102
2018
Q3 		$1.27M Sell
32,095
-10,071
-24% -$403K 0.12% 98
2018
Q2 		$1.71M Buy
+42,166
New +$1.75M 0.17% 85

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

Cumberland Partners's SLF Position: Q1 2026 in Review

Cumberland Partners increased its Sun Life Financial (SLF) stake by 3.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 6,678 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #146.

Cumberland Partners first reported a position in SLF in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.3M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Cumberland Partners held 6,678 shares of Sun Life Financial worth $418K as of Q1 2026.
  • Cumberland Partners bought 209 Sun Life Financial shares in Q1 2026, an estimated $13.4K.
  • Sun Life Financial made up 0.03% of Cumberland Partners's portfolio in Q1 2026, its #146 holding.
  • Cumberland Partners first reported a position in Sun Life Financial in Q2 2018 and has held it in 32 quarters since.
  • Cumberland Partners's Sun Life Financial position peaked at $2.3M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.