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Financial & Tax Architects’s Sun Life Financial SLF Stock Holding History

Financial & Tax Architects’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 		$562K Sell
8,982
-3,298
-27% -$211K 0.13% 86
2025
Q4 		$766K Buy
12,280
+26
+0.2% +$1.57K 0.17% 80
2025
Q3 		$736K Buy
+12,254
New +$737K 0.16% 85

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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

Financial & Tax Architects's SLF Position: Q1 2026 in Review

Financial & Tax Architects reduced its Sun Life Financial (SLF) stake by 27% in Q1 2026, selling an estimated $211K and leaving 8,982 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #86.

Financial & Tax Architects first reported a position in SLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $766K in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Financial & Tax Architects held 8,982 shares of Sun Life Financial worth $562K as of Q1 2026.
  • Financial & Tax Architects sold 3,298 Sun Life Financial shares in Q1 2026, an estimated $211K.
  • Sun Life Financial made up 0.13% of Financial & Tax Architects's portfolio in Q1 2026, its #86 holding.
  • Financial & Tax Architects first reported a position in Sun Life Financial in Q3 2025 and has held it in 3 quarters since.
  • Financial & Tax Architects's Sun Life Financial position peaked at $766K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.