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Evelyn Partners Investment Management Services’s Sun Life Financial SLF Stock Holding History

Evelyn Partners Investment Management Services’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 		$48.6K Hold
776
– – 0.01% 180
2025
Q4 		$48.4K Hold
776
– – 0.01% 177
2025
Q3 		$46.6K Buy
+776
New +$46.7K 0.01% 185

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Bank of Montreal
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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

Evelyn Partners Investment Management Services's SLF Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Sun Life Financial (SLF) position steady in Q1 2026 at 776 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #180.

Evelyn Partners Investment Management Services first reported a position in SLF in Q3 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Evelyn Partners Investment Management Services held 776 shares of Sun Life Financial worth $48.6K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Sun Life Financial share count unchanged in Q1 2026.
  • Sun Life Financial made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #180 holding.
  • Evelyn Partners Investment Management Services first reported a position in Sun Life Financial in Q3 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.