Ewing Morris & Co Investment Partners’s Sun Life Financial SLF Stock Holding History

Ewing Morris & Co Investment Partners’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	$291K	Buy	4,661 +540	+13%	+$34.5K	0.13%	77
2025 Q4	$261K	Buy	4,121 +60	+1%	+$3.63K	0.11%	87
2025 Q3	$244K	Hold	4,061	–	–	0.1%	86
2025 Q2	$270K	Hold	4,061	–	–	0.12%	90
2025 Q1	$334K	Buy	+4,061	New	+$231K	0.11%	83

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

Ewing Morris & Co Investment Partners's SLF Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its Sun Life Financial (SLF) stake by 13% in Q1 2026, buying an estimated $34.5K and bringing the position to 4,661 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #77.

Ewing Morris & Co Investment Partners first reported a position in SLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $334K in Q1 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Ewing Morris & Co Investment Partners held 4,661 shares of Sun Life Financial worth $291K as of Q1 2026.
Ewing Morris & Co Investment Partners bought 540 Sun Life Financial shares in Q1 2026, an estimated $34.5K.
Sun Life Financial made up 0.13% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #77 holding.
Ewing Morris & Co Investment Partners first reported a position in Sun Life Financial in Q1 2025 and has held it in 5 quarters since.
Ewing Morris & Co Investment Partners's Sun Life Financial position peaked at $334K in Q1 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.