HighPoint Advisor Group’s Sun Life Financial SLF Stock Holding History

HighPoint Advisor Group’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	–	Sell	-15,931	Closed	-$994K	–	979
2025 Q4	$994K	Buy	15,931 +11,961	+301%	+$723K	0.02%	467
2025 Q3	$238K	Buy	3,970 +68	+2%	+$4.09K	0.01%	607
2025 Q2	$259K	Sell	3,902 -428	-10%	-$26.2K	0.01%	568
2025 Q1	$256K	Buy	4,330 +181	+4%	+$10.3K	0.01%	535
2024 Q4	$242K	Buy	4,149 +53	+1%	+$3.13K	0.01%	589
2024 Q3	$228K	Buy	4,096 +20	+0.5%	+$1.04K	0.01%	576
2024 Q2	$203K	Buy	4,076 +55	+1%	+$2.79K	0.01%	577
2024 Q1	$204K	Buy	+4,021	New	+$213K	0.01%	594

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HighPoint Advisor Group's SLF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 15,931 shares — an estimated $994K sold.

HighPoint Advisor Group first reported a position in SLF in Q1 2024 and held it in 8 quarters. The position peaked at $994K in Q4 2025. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

HighPoint Advisor Group reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 15,931 Sun Life Financial shares in Q1 2026, an estimated $994K.
HighPoint Advisor Group first reported a position in Sun Life Financial in Q1 2024 and held it in 8 quarters.
HighPoint Advisor Group's Sun Life Financial position peaked at $994K in Q4 2025.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.