Financial Gravity Asset Management’s Sun Life Financial SLF Stock Holding History

Financial Gravity Asset 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	$19.8K	Hold	317	–	–	﹤0.01%	452
2025 Q4	$19.8K	Hold	317	–	–	﹤0.01%	382
2025 Q3	$19K	Buy	+317	New	+$19.1K	﹤0.01%	440
2025 Q1	$55.1K	Buy	+963	New	+$54.9K	0.01%	293
2024 Q2	$47.2K	Sell	963 -963	-50%	-$48.9K	0.01%	274
2024 Q1	$103K	Sell	1,926 -5,060	-72%	-$268K	0.01%	278
2023 Q4	$1.22M	Buy	6,986 +963	+16%	+$47.4K	0.01%	323
2023 Q3	$1.17M	Buy	6,023 +5,358	+806%	+$269K	0.01%	320
2023 Q2	$35	Hold	665	–	–	﹤0.01%	1439
2023 Q1	$31	Buy	+665	New	+$32K	﹤0.01%	770

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Financial Gravity Asset Management's SLF Position: Q1 2026 in Review

Financial Gravity Asset Management held its Sun Life Financial (SLF) position steady in Q1 2026 at 317 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Financial Gravity Asset Management first reported a position in SLF in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2023. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Financial Gravity Asset Management held 317 shares of Sun Life Financial worth $19.8K as of Q1 2026.
Financial Gravity Asset Management left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #452 holding.
Financial Gravity Asset Management first reported a position in Sun Life Financial in Q1 2023 and has held it in 10 quarters since.
Financial Gravity Asset Management's Sun Life Financial position peaked at $1.22M in Q4 2023.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.