Guardian Partners’s Sun Life Financial SLF Stock Holding History

Guardian Partners’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	$9.16M	Sell	145,822 -2,327	-2%	-$149K	0.76%	42
2025 Q4	$9.67M	Buy	148,149 +1,563	+1%	+$94.4K	0.78%	41
2025 Q3	$8.84M	Sell	146,586 -4,339	-3%	-$261K	0.75%	48
2025 Q2	$9.32M	Sell	150,925 -10,679	-7%	-$655K	0.84%	36
2025 Q1	$9.02M	Sell	161,604 -1,304	-0.8%	-$74.3K	0.93%	38
2024 Q4	$9.53M	Buy	+162,908	New	+$9.61M	0.97%	38

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

Guardian Partners's SLF Position: Q1 2026 in Review

Guardian Partners reduced its Sun Life Financial (SLF) stake by 1.6% in Q1 2026, selling an estimated $149K and leaving 145,822 shares worth $9.16M. The position accounts for 0.76% of the portfolio, ranked #42.

Guardian Partners first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.67M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Guardian Partners held 145,822 shares of Sun Life Financial worth $9.16M as of Q1 2026.
Guardian Partners sold 2,327 Sun Life Financial shares in Q1 2026, an estimated $149K.
Sun Life Financial made up 0.76% of Guardian Partners's portfolio in Q1 2026, its #42 holding.
Guardian Partners first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Sun Life Financial position peaked at $9.67M in Q4 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.