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EP Wealth Advisors’s Sun Life Financial SLF Stock Holding History

EP Wealth Advisors’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 		$295K Buy
4,710
+417
+10% +$26.7K ﹤0.01% 1179
2025
Q4 		$268K Buy
+4,293
New +$259K ﹤0.01% 1200
2025
Q2 		$274K Buy
+4,122
New +$253K ﹤0.01% 1075
2024
Q4 		– Sell
-4,576
Closed -$266K – 1313
2024
Q3 		$266K Buy
+4,576
New +$239K ﹤0.01% 908

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

EP Wealth Advisors's SLF Position: Q1 2026 in Review

EP Wealth Advisors increased its Sun Life Financial (SLF) stake by 9.7% in Q1 2026, buying an estimated $26.7K and bringing the position to 4,710 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

EP Wealth Advisors first reported a position in SLF in Q3 2024 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • EP Wealth Advisors held 4,710 shares of Sun Life Financial worth $295K as of Q1 2026.
  • EP Wealth Advisors bought 417 Sun Life Financial shares in Q1 2026, an estimated $26.7K.
  • Sun Life Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1179 holding.
  • EP Wealth Advisors first reported a position in Sun Life Financial in Q3 2024 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.