Harbour Investments’s Sun Life Financial SLF Stock Holding History

Harbour Investments’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	$345K	Buy	5,509 +2,128	+63%	+$136K	0.01%	1233
2025 Q4	$211K	Hold	3,381	–	–	﹤0.01%	1252
2025 Q3	$203K	Buy	3,381 +278	+9%	+$16.7K	﹤0.01%	1230
2025 Q2	$206K	Sell	3,103 -207	-6%	-$12.7K	0.01%	1158
2025 Q1	$190K	Buy	3,310 +357	+12%	+$20.3K	0.01%	1116
2024 Q4	$175K	Hold	2,953	–	–	0.01%	1108
2024 Q3	$171K	Buy	2,953 +1,227	+71%	+$64.1K	0.01%	1079
2024 Q2	$84.6K	Hold	1,726	–	–	﹤0.01%	1309
2024 Q1	$94.2K	Hold	1,726	–	–	﹤0.01%	1243
2023 Q4	$89.5K	Buy	1,726 +5	+0.3%	+$246	﹤0.01%	1182
2023 Q3	$84K	Hold	1,721	–	–	﹤0.01%	1113
2023 Q2	$89.7K	Hold	1,721	–	–	﹤0.01%	1107
2023 Q1	$80.4K	Sell	1,721 -100	-5%	-$4.81K	﹤0.01%	1145
2022 Q4	$84.5K	Sell	1,821 -50	-3%	-$2.21K	0.01%	1089
2022 Q3	$86K	Hold	1,871	–	–	0.01%	1045
2022 Q2	$86K	Buy	+1,871	New	+$93.2K	0.01%	1045
2021 Q4	$150K	Sell	2,688 -1,635	-38%	-$90.4K	0.01%	822
2021 Q3	$222K	Hold	4,323	–	–	0.01%	974
2021 Q2	$223K	Sell	4,323 -156	-3%	-$8.24K	0.01%	995
2021 Q1	$226K	Buy	+4,479	New	+$219K	0.01%	912

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

Harbour Investments's SLF Position: Q1 2026 in Review

Harbour Investments increased its Sun Life Financial (SLF) stake by 63% in Q1 2026, buying an estimated $136K and bringing the position to 5,509 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1233.

Harbour Investments first reported a position in SLF in Q1 2021 and has held it in 20 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Harbour Investments held 5,509 shares of Sun Life Financial worth $345K as of Q1 2026.
Harbour Investments bought 2,128 Sun Life Financial shares in Q1 2026, an estimated $136K.
Sun Life Financial made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1233 holding.
Harbour Investments first reported a position in Sun Life Financial in Q1 2021 and has held it in 20 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.