IEQ Capital’s Sun Life Financial SLF Stock Holding History

IEQ Capital’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	$1.31M	Buy	21,011 +1,297	+7%	+$82.9K	0.01%	928
2025 Q4	$1.23M	Buy	19,714 +5,156	+35%	+$312K	﹤0.01%	960
2025 Q3	$874K	Buy	14,558 +9,541	+190%	+$574K	﹤0.01%	1059
2025 Q2	$333K	Buy	5,017 +210	+4%	+$12.9K	﹤0.01%	1341
2025 Q1	$275K	Buy	4,807 +36	+0.8%	+$2.05K	﹤0.01%	1226
2024 Q4	$283K	Buy	4,771 +35	+0.7%	+$2.06K	﹤0.01%	1048
2024 Q3	$275K	Buy	4,736 +37	+0.8%	+$1.93K	﹤0.01%	957
2024 Q2	$230K	Buy	4,699 +42	+0.9%	+$2.13K	﹤0.01%	877
2024 Q1	$254K	Buy	4,657 +37	+0.8%	+$1.96K	﹤0.01%	808
2023 Q4	$240K	Buy	4,620 +39	+0.9%	+$1.92K	﹤0.01%	792
2023 Q3	$224K	Buy	4,581 +40	+0.9%	+$2K	﹤0.01%	810
2023 Q2	$237K	Buy	4,541 +36	+0.8%	+$1.77K	﹤0.01%	761
2023 Q1	$210K	Buy	4,505 +38	+0.9%	+$1.83K	﹤0.01%	809
2022 Q4	$207K	Buy	+4,467	New	+$198K	0.01%	730

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

IEQ Capital's SLF Position: Q1 2026 in Review

IEQ Capital increased its Sun Life Financial (SLF) stake by 6.6% in Q1 2026, buying an estimated $82.9K and bringing the position to 21,011 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #928.

IEQ Capital first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

IEQ Capital held 21,011 shares of Sun Life Financial worth $1.31M as of Q1 2026.
IEQ Capital bought 1,297 Sun Life Financial shares in Q1 2026, an estimated $82.9K.
Sun Life Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #928 holding.
IEQ Capital first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.