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

Evelyn Partners Investment Management’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	$64.3K	Sell	1,026 -65	-6%	-$4.16K	﹤0.01%	266
2025 Q4	$68.1K	Hold	1,091	–	–	﹤0.01%	268
2025 Q3	$65.5K	Hold	1,091	–	–	﹤0.01%	270
2025 Q2	$72.6K	Buy	1,091 +162	+17%	+$9.93K	﹤0.01%	261
2025 Q1	$53.2K	Sell	929 -63	-6%	-$3.59K	﹤0.01%	273
2024 Q4	$58.9K	Buy	+992	New	+$58.5K	﹤0.01%	268

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

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

Evelyn Partners Investment Management reduced its Sun Life Financial (SLF) stake by 6% in Q1 2026, selling an estimated $4.16K and leaving 1,026 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Evelyn Partners Investment Management first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $72.6K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Evelyn Partners Investment Management held 1,026 shares of Sun Life Financial worth $64.3K as of Q1 2026.
Evelyn Partners Investment Management sold 65 Sun Life Financial shares in Q1 2026, an estimated $4.16K.
Sun Life Financial made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #266 holding.
Evelyn Partners Investment Management first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Sun Life Financial position peaked at $72.6K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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