Frank Rimerman Advisors’s Sun Life Financial SLF Stock Holding History

Frank Rimerman Advisors’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	$256K	Hold	4,086	–	–	0.02%	531
2025 Q4	$255K	Buy	4,086 +20	+0.5%	+$1.21K	0.02%	543
2025 Q3	$244K	Buy	4,066 +8	+0.2%	+$481	0.02%	537
2025 Q2	$270K	Buy	+4,058	New	+$249K	0.02%	479
2024 Q3	–	Sell	-23,504	Closed	-$1.15M	–	562
2024 Q2	$1.15M	Buy	+23,504	New	+$1.19M	0.08%	193

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

Frank Rimerman Advisors's SLF Position: Q1 2026 in Review

Frank Rimerman Advisors held its Sun Life Financial (SLF) position steady in Q1 2026 at 4,086 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #531.

Frank Rimerman Advisors first reported a position in SLF in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Frank Rimerman Advisors held 4,086 shares of Sun Life Financial worth $256K as of Q1 2026.
Frank Rimerman Advisors left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #531 holding.
Frank Rimerman Advisors first reported a position in Sun Life Financial in Q2 2024 and has held it in 5 quarters since.
Frank Rimerman Advisors's Sun Life Financial position peaked at $1.15M in Q2 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.