Gold Investment Management’s Sun Life Financial SLF Stock Holding History

Gold Investment 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	$2.85M	Buy	45,579 +980	+2%	+$62.6K	0.88%	46
2025 Q4	$2.78M	Buy	44,599 +1,731	+4%	+$105K	0.89%	45
2025 Q3	$2.57M	Buy	42,868 +1,917	+5%	+$115K	0.87%	48
2025 Q2	$2.72M	Buy	40,951 +245	+0.6%	+$15K	1.03%	41
2025 Q1	$2.33M	Buy	40,706 +1,547	+4%	+$88.2K	0.98%	42
2024 Q4	$2.32M	Buy	39,159 +404	+1%	+$23.8K	0.98%	41
2024 Q3	$2.25M	Sell	38,755 -2,915	-7%	-$152K	0.94%	39
2024 Q2	$2.04M	Sell	41,670 -881	-2%	-$44.7K	0.86%	41
2024 Q1	$2.32M	Buy	42,551 +44	+0.1%	+$2.33K	0.94%	41
2023 Q4	$2.2M	Buy	+42,507	New	+$2.09M	0.94%	39

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

Gold Investment Management's SLF Position: Q1 2026 in Review

Gold Investment Management increased its Sun Life Financial (SLF) stake by 2.2% in Q1 2026, buying an estimated $62.6K and bringing the position to 45,579 shares worth $2.85M. The position accounts for 0.88% of the portfolio, ranked #46.

Gold Investment Management first reported a position in SLF in Q4 2023 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Gold Investment Management held 45,579 shares of Sun Life Financial worth $2.85M as of Q1 2026.
Gold Investment Management bought 980 Sun Life Financial shares in Q1 2026, an estimated $62.6K.
Sun Life Financial made up 0.88% of Gold Investment Management's portfolio in Q1 2026, its #46 holding.
Gold Investment Management first reported a position in Sun Life Financial in Q4 2023 and has held it in 10 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.