Focus Partners Wealth
SLF icon

Focus Partners Wealth’s Sun Life Financial SLF Stock Holding History

Focus Partners Wealth’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 		$746K Buy
11,662
+3,786
+48% +$242K ﹤0.01% 1739
2025
Q4 		$492K Buy
7,876
+2,616
+50% +$158K ﹤0.01% 1957
2025
Q3 		$316K Sell
5,260
-191
-4% -$11.5K ﹤0.01% 1815
2025
Q2 		$362K Buy
5,451
+1,564
+40% +$95.9K ﹤0.01% 1590
2025
Q1 		$223K Sell
3,887
-1,205
-24% -$68.7K ﹤0.01% 1710
2024
Q4 		$302K Buy
+5,092
New +$300K ﹤0.01% 1547

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

Focus Partners Wealth's SLF Position: Q1 2026 in Review

Focus Partners Wealth increased its Sun Life Financial (SLF) stake by 48% in Q1 2026, buying an estimated $242K and bringing the position to 11,662 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Focus Partners Wealth first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Focus Partners Wealth held 11,662 shares of Sun Life Financial worth $746K as of Q1 2026.
  • Focus Partners Wealth bought 3,786 Sun Life Financial shares in Q1 2026, an estimated $242K.
  • Sun Life Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1739 holding.
  • Focus Partners Wealth first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.