First Affirmative Financial Network’s Sun Life Financial SLF Stock Holding History

First Affirmative Financial Network’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	+4,657	New	+$298K	0.11%	216
2025 Q3	$294K	Sell	4,905 -52	-1%	-$3.13K	0.14%	192
2025 Q2	$329K	Sell	4,957 -227	-4%	-$13.9K	0.17%	159
2025 Q1	$297K	Sell	5,184 -573	-10%	-$32.7K	0.18%	162
2024 Q4	$342K	Sell	5,757 -149	-3%	-$8.79K	0.2%	139
2024 Q3	$343K	Sell	5,906 -250	-4%	-$13.1K	0.19%	147
2024 Q2	$302K	Buy	6,156 +160	+3%	+$8.12K	0.21%	150
2024 Q1	$327K	Buy	5,996 +726	+14%	+$38.4K	0.24%	136
2023 Q4	$273K	Buy	5,270 +318	+6%	+$15.7K	0.22%	160
2023 Q3	$242K	Buy	+4,952	New	+$248K	0.24%	146

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

First Affirmative Financial Network's SLF Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Sun Life Financial (SLF) in Q1 2026: 4,657 shares worth $291K. The stake represents 0.11% of the portfolio and ranks #216 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SLF as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SLF in Q3 2023 and has held it in 10 quarters since. The position peaked at $343K in Q3 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

First Affirmative Financial Network held 4,657 shares of Sun Life Financial worth $291K as of Q1 2026.
Sun Life Financial was a new First Affirmative Financial Network position in Q1 2026.
Sun Life Financial made up 0.11% of First Affirmative Financial Network's portfolio in Q1 2026, its #216 holding.
First Affirmative Financial Network first reported a position in Sun Life Financial in Q3 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's Sun Life Financial position peaked at $343K in Q3 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.