Hazlett, Burt & Watson’s Sun Life Financial SLF Stock Holding History

Hazlett, Burt & Watson’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	$9K	Hold	150	–	–	﹤0.01%	713
2025 Q4	$9K	Hold	150	–	–	﹤0.01%	724
2025 Q3	$9K	Sell	150 -220	-59%	-$13.2K	﹤0.01%	678
2025 Q2	$25K	Hold	370	–	–	0.01%	467
2025 Q1	$22K	Hold	370	–	–	0.01%	480
2024 Q4	$22K	Hold	370	–	–	0.01%	454
2024 Q3	$22K	Hold	370	–	–	0.01%	456
2024 Q2	$18K	Hold	370	–	–	0.01%	466
2024 Q1	$20K	Sell	370 -130	-26%	-$6.88K	0.01%	435
2023 Q4	$26K	Hold	500	–	–	0.02%	387
2023 Q3	$24K	Hold	500	–	–	0.02%	391
2023 Q2	$26K	Hold	500	–	–	0.02%	383
2023 Q1	$23K	Hold	500	–	–	0.02%	376
2022 Q4	$23K	Buy	500 +100	+25%	+$4.42K	0.02%	367
2022 Q3	$16K	Buy	+400	New	+$17.9K	0.02%	406

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

Hazlett, Burt & Watson's SLF Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Sun Life Financial (SLF) position steady in Q1 2026 at 150 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Hazlett, Burt & Watson first reported a position in SLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $26K in Q4 2023. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Hazlett, Burt & Watson held 150 shares of Sun Life Financial worth $9K as of Q1 2026.
Hazlett, Burt & Watson left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #713 holding.
Hazlett, Burt & Watson first reported a position in Sun Life Financial in Q3 2022 and has held it in 15 quarters since.
Hazlett, Burt & Watson's Sun Life Financial position peaked at $26K in Q4 2023.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.