Davidson Trust Company
SLF icon

Davidson Trust Company’s Sun Life Financial SLF Stock Holding History

Davidson Trust Company’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
Q3 		$498K Hold
6,383
– – 0.2% 116
2026
Q2 		$501K Hold
6,383
– – 0.2% 116
2026
Q1 		$399K Hold
6,383
– – 0.17% 125
2025
Q4 		$398K Hold
6,383
– – 0.17% 122
2025
Q3 		$383K Hold
6,383
– – 0.16% 118
2025
Q2 		$424K Hold
6,383
– – 0.2% 104
2025
Q1 		$365K Hold
6,383
– – 0.17% 118
2024
Q4 		$379K Hold
6,383
– – 0.19% 108
2024
Q3 		$370K Hold
6,383
– – 0.19% 115
2024
Q2 		$313K Sell
6,383
-310
-5% -$15.7K 0.22% 111
2024
Q1 		$365K Hold
6,693
– – 0.21% 107
2023
Q4 		$347K Hold
6,693
– – 0.22% 102
2023
Q3 		$327K Hold
6,693
– – 0.24% 95
2023
Q2 		$349K Hold
6,693
– – 0.25% 91
2023
Q1 		$313K Sell
6,693
-310
-4% -$14.9K 0.24% 88
2022
Q4 		$325K Hold
7,003
– – 0.29% 77
2022
Q3 		$278K Hold
7,003
– – 0.27% 87
2022
Q2 		$321K Hold
7,003
– – 0.29% 84
2022
Q1 		$391K Sell
7,003
-1,300
-16% -$71.6K 0.29% 80
2021
Q4 		$462K Hold
8,303
– – 0.32% 79
2021
Q3 		$427K Hold
8,303
– – 0.33% 79
2021
Q2 		$428K Hold
8,303
– – 0.33% 79
2021
Q1 		$419K Hold
8,303
– – 0.35% 74
2020
Q4 		$369K Hold
8,303
– – 0.32% 80
2020
Q3 		$338K Hold
8,303
– – 0.31% 80
2020
Q2 		$305K Hold
8,303
– – 0.3% 84
2020
Q1 		$266K Sell
8,303
-200
-2% -$8.57K 0.33% 76
2019
Q4 		$387K Buy
+8,503
New +$383K 0.39% 63

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TD Waterhouse Canada
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Davidson Trust Company's SLF Position: Q3 2026 in Review

Davidson Trust Company held its Sun Life Financial (SLF) position steady in Q3 2026 at 6,383 shares worth $498K. The position accounts for 0.2% of the portfolio, ranked #116.

Davidson Trust Company first reported a position in SLF in Q4 2019 and has held it in 28 quarters since. The position peaked at $501K in Q2 2026. 231 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Davidson Trust Company held 6,383 shares of Sun Life Financial worth $498K as of Q3 2026.
  • Davidson Trust Company left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up 0.2% of Davidson Trust Company's portfolio in Q3 2026, its #116 holding.
  • Davidson Trust Company first reported a position in Sun Life Financial in Q4 2019 and has held it in 28 quarters since.
  • Davidson Trust Company's Sun Life Financial position peaked at $501K in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.