Independent Advisor Alliance’s Sun Life Financial SLF Stock Holding History

Independent Advisor Alliance’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	$827K	Sell	13,224 -56	-0.4%	-$3.58K	0.01%	918
2025 Q4	$829K	Buy	13,280 +322	+2%	+$19.5K	0.02%	521
2025 Q3	$778K	Buy	12,958 +3	+0%	+$180	0.02%	498
2025 Q2	$861K	Sell	12,955 -1,407	-10%	-$86.3K	0.02%	444
2025 Q1	$822K	Sell	14,362 -56	-0.4%	-$3.19K	0.03%	406
2024 Q4	$856K	Buy	14,418 +36	+0.3%	+$2.12K	0.01%	773
2024 Q3	$834K	Buy	14,382 +1,828	+15%	+$95.5K	0.03%	361
2024 Q2	$615K	Buy	12,554 +98	+0.8%	+$4.97K	0.02%	415
2024 Q1	$680K	Hold	12,456	–	–	0.02%	390
2023 Q4	$646K	Hold	12,456	–	–	0.02%	382
2023 Q3	$608K	Buy	+12,456	New	+$624K	0.03%	376

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

Independent Advisor Alliance's SLF Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Sun Life Financial (SLF) stake by 0.42% in Q1 2026, selling an estimated $3.58K and leaving 13,224 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #918.

Independent Advisor Alliance first reported a position in SLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $861K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Independent Advisor Alliance held 13,224 shares of Sun Life Financial worth $827K as of Q1 2026.
Independent Advisor Alliance sold 56 Sun Life Financial shares in Q1 2026, an estimated $3.58K.
Sun Life Financial made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #918 holding.
Independent Advisor Alliance first reported a position in Sun Life Financial in Q3 2023 and has held it in 11 quarters since.
Independent Advisor Alliance's Sun Life Financial position peaked at $861K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.