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Estate Planners Group’s Sun Life Financial SLF Stock Holding History

Estate Planners Group’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 		– Sell
-323
Closed -$20.1K – 357
2025
Q4 		$20.1K Buy
+323
New +$19.5K 0.01% 211

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Estate Planners Group's SLF Position: Q1 2026 in Review

Estate Planners Group sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 323 shares — an estimated $20.1K sold.

Estate Planners Group first reported a position in SLF in Q4 2025 and held it in 1 quarter. The position peaked at $20.1K in Q4 2025. 452 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Estate Planners Group reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 323 Sun Life Financial shares in Q1 2026, an estimated $20.1K.
  • Estate Planners Group first reported a position in Sun Life Financial in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Sun Life Financial position peaked at $20.1K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.