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 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

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

Davidson Trust Company's SLF Position: Q1 2026 in Review

Davidson Trust Company held its Sun Life Financial (SLF) position steady in Q1 2026 at 6,383 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #125.

Davidson Trust Company first reported a position in SLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $462K in Q4 2021. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Davidson Trust Company held 6,383 shares of Sun Life Financial worth $399K as of Q1 2026.
Davidson Trust Company left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.17% of Davidson Trust Company's portfolio in Q1 2026, its #125 holding.
Davidson Trust Company first reported a position in Sun Life Financial in Q4 2019 and has held it in 26 quarters since.
Davidson Trust Company's Sun Life Financial position peaked at $462K in Q4 2021.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.