Evergreen Capital Management
SLF icon

Evergreen Capital Management’s Sun Life Financial SLF Stock Holding History

Evergreen Capital 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
Q3 		$414K Sell
5,315
-48
-0.9% -$3.86K 0.01% 976
2026
Q2 		$421K Sell
5,363
-365
-6% -$26.3K 0.01% 1008
2026
Q1 		$358K Buy
5,728
+343
+6% +$21.9K 0.01% 996
2025
Q4 		$336K Sell
5,385
-1,446
-21% -$87.4K 0.01% 974
2025
Q3 		$410K Sell
6,831
-274
-4% -$16.5K 0.01% 753
2025
Q2 		$472K Sell
7,105
-313
-4% -$19.2K 0.01% 578
2025
Q1 		$425K Buy
7,418
+357
+5% +$20.3K 0.01% 572
2024
Q4 		$419K Buy
7,061
+137
+2% +$8.08K 0.01% 573
2024
Q3 		$402K Buy
6,924
+1,551
+29% +$81.1K 0.01% 590
2024
Q2 		$263K Buy
5,373
+466
+9% +$23.6K 0.01% 715
2024
Q1 		$268K Sell
4,907
-184
-4% -$9.7K 0.01% 677
2023
Q4 		$264K Buy
5,091
+792
+18% +$39K 0.01% 649
2023
Q3 		$210K Sell
4,299
-5,946
-58% -$298K 0.01% 693
2023
Q2 		$534K Buy
10,245
+1,381
+16% +$67.9K 0.02% 377
2023
Q1 		$414K Buy
+8,864
New +$427K 0.02% 415
2022
Q3 		– Sell
-4,453
Closed -$204K – 637
2022
Q2 		$204K Sell
4,453
-1,596
-26% -$79.5K 0.01% 525
2022
Q1 		$338K Buy
6,049
+593
+11% +$32.7K 0.01% 455
2021
Q4 		$304K Buy
5,456
+349
+7% +$19.3K 0.01% 476
2021
Q3 		$263K Sell
5,107
-696
-12% -$35.8K 0.01% 474
2021
Q2 		$299K Buy
5,803
+726
+14% +$38.4K 0.01% 416
2021
Q1 		$257K Buy
5,077
+318
+7% +$15.6K 0.01% 430
2020
Q4 		$212K Buy
+4,759
New +$206K 0.01% 409
2020
Q1 		– Sell
-5,497
Closed -$250K – 483
2019
Q4 		$250K Hold
5,497
– – 0.02% 382
2019
Q3 		$246K Hold
5,497
– – 0.02% 349
2019
Q2 		$227K Hold
5,497
– – 0.02% 364
2019
Q1 		$211K Buy
+5,497
New +$202K 0.02% 352

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Montrusco Bolton Investments
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PensionDanmark
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Crossmark Global Holdings
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Lorne Steinberg Wealth Management
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Evergreen Capital Management's SLF Position: Q3 2026 in Review

Evergreen Capital Management reduced its Sun Life Financial (SLF) stake by 0.9% in Q3 2026, selling an estimated $3.86K and leaving 5,315 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #976.

Evergreen Capital Management first reported a position in SLF in Q1 2019 and has held it in 26 quarters since. The position peaked at $534K in Q2 2023. 145 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Evergreen Capital Management held 5,315 shares of Sun Life Financial worth $414K as of Q3 2026.
  • Evergreen Capital Management sold 48 Sun Life Financial shares in Q3 2026, an estimated $3.86K.
  • Sun Life Financial made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #976 holding.
  • Evergreen Capital Management first reported a position in Sun Life Financial in Q1 2019 and has held it in 26 quarters since.
  • Evergreen Capital Management's Sun Life Financial position peaked at $534K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.