Intact Investment Management’s Sun Life Financial SLF Stock Holding History

Intact Investment Management’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	$25.5M	Sell	407,711 -1,604,372	-80%	-$103M	0.73%	35
2025 Q4	$126M	Buy	2,012,083 +741,136	+58%	+$44.8M	3.61%	3
2025 Q3	$76.3M	Buy	1,270,947 +882,070	+227%	+$53.1M	2.31%	8
2025 Q2	$25.9M	Sell	388,877 -919,940	-70%	-$56.4M	0.88%	31
2025 Q1	$74.9M	Sell	1,308,817 -602,210	-32%	-$34.3M	2.57%	6
2024 Q4	$113M	Buy	1,911,027 +1,427,815	+295%	+$84.3M	3.96%	2
2024 Q3	$28M	Sell	483,212 -534,752	-53%	-$27.9M	0.93%	27
2024 Q2	$49.9M	Buy	1,017,964 +823,670	+424%	+$41.8M	1.87%	15
2024 Q1	$10.6M	Sell	194,294 -1,128,756	-85%	-$59.7M	0.42%	56
2023 Q4	$68.6M	Buy	1,323,050 +250,740	+23%	+$12.3M	2.78%	7
2023 Q3	$52.3M	Sell	1,072,310 -121,850	-10%	-$6.11M	2.26%	11
2023 Q2	$62.3M	Sell	1,194,160 -302,280	-20%	-$14.9M	2.53%	6
2023 Q1	$69.9M	Buy	1,496,440 +1,251,314	+510%	+$60.2M	2.88%	4
2022 Q4	$11.4M	Sell	245,126 -69,030	-22%	-$3.05M	0.49%	56
2022 Q3	$17.2M	Sell	314,156 -765,550	-71%	-$34.3M	0.57%	34
2022 Q2	$63.6M	Buy	1,079,706 +523,426	+94%	+$26.1M	1.99%	13
2022 Q1	$38.8M	Buy	556,280 +400,580	+257%	+$22.1M	0.99%	29
2021 Q4	$11M	Hold	155,700	–	–	0.28%	80
2021 Q3	$10.1M	Sell	155,700 -42,700	-22%	-$2.2M	0.28%	74
2021 Q2	$12.7M	Buy	198,400 +54,100	+37%	+$2.86M	0.36%	62
2021 Q1	$9.16M	Sell	144,300 -410,300	-74%	-$20.1M	0.28%	79
2020 Q4	$31.3M	Buy	554,600 +427,600	+337%	+$18.5M	1.01%	29
2020 Q3	$6.88M	Buy	127,000 +47,100	+59%	+$1.9M	0.24%	86
2020 Q2	$3.98M	Sell	79,900 -198,525	-71%	-$6.82M	0.15%	115
2020 Q1	$12.5M	Sell	278,425 -34,000	-11%	-$1.46M	0.55%	42
2019 Q4	$18.5M	Buy	312,425 +212,900	+214%	+$9.58M	0.63%	32
2019 Q3	$5.89M	Sell	99,525 -181,600	-65%	-$7.59M	0.21%	83
2019 Q2	$15.2M	Buy	281,125 +6,400	+2%	+$257K	0.55%	41
2019 Q1	$14.1M	Sell	274,725 -68,975	-20%	-$2.53M	0.5%	41
2018 Q4	$15.5M	Buy	343,700 +218,300	+174%	+$7.89M	0.63%	34
2018 Q3	$6.44M	Buy	125,400 +96,500	+334%	+$3.86M	0.23%	84
2018 Q2	$1.52M	Sell	28,900 -2,720	-9%	-$113K	0.05%	159
2018 Q1	$1.67M	Sell	31,620 -380,550	-92%	-$16M	0.06%	149
2017 Q4	$21.4M	Buy	412,170 +7,300	+2%	+$291K	0.86%	31
2017 Q3	$20.1M	Sell	404,870 -83,900	-17%	-$3.2M	0.87%	32
2017 Q2	$22.6M	Sell	488,770 -64,680	-12%	-$2.23M	1%	25
2017 Q1	$26.9M	Sell	553,450 -280,512	-34%	-$10.7M	1.09%	27
2016 Q4	$43M	Sell	833,962 -392,700	-32%	-$14.2M	1.59%	22
2016 Q3	$52.4M	Buy	1,226,662 +37,600	+3%	+$1.21M	1.98%	16
2016 Q2	$50.4M	Sell	1,189,062 -339,900	-22%	-$11.4M	2.04%	15
2016 Q1	$64M	Buy	1,528,962 +318,000	+26%	+$9.33M	2.62%	10
2015 Q4	$52.2M	Sell	1,210,962 -865,850	-42%	-$28.6M	2.33%	11
2015 Q3	$89.4M	Sell	2,076,812 -159,700	-7%	-$5.18M	3.99%	3
2015 Q2	$93.2M	Sell	2,236,512 -175,600	-7%	-$5.79M	3.84%	3
2015 Q1	$94.1M	Buy	2,412,112 +462,300	+24%	+$14.8M	3.79%	4
2014 Q4	$81.7M	Buy	1,949,812 +297,600	+18%	+$10.6M	3.25%	7
2014 Q3	$67.1M	Buy	1,652,212 +143,300	+9%	+$5.38M	2.75%	9
2014 Q2	$59.1M	Sell	1,508,912 -38,400	-2%	-$1.32M	2.41%	18
2014 Q1	$59.2M	Sell	1,547,312 -449,300	-23%	-$15.5M	2.61%	13
2013 Q4	$74.9M	Buy	1,996,612 +375,600	+23%	+$12.8M	3.62%	8
2013 Q3	$53.3M	Sell	1,621,012 -120,100	-7%	-$3.82M	2.81%	10
2013 Q2	$53.9M	Buy	+1,741,112	New	+$49.5M	2.83%	11

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

Intact Investment Management's SLF Position: Q1 2026 in Review

Intact Investment Management reduced its Sun Life Financial (SLF) stake by 80% in Q1 2026, selling an estimated $103M and leaving 407,711 shares worth $25.5M. The position accounts for 0.73% of the portfolio, ranked #35.

Intact Investment Management first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Intact Investment Management held 407,711 shares of Sun Life Financial worth $25.5M as of Q1 2026.
Intact Investment Management sold 1,604,372 Sun Life Financial shares in Q1 2026, an estimated $103M.
Sun Life Financial made up 0.73% of Intact Investment Management's portfolio in Q1 2026, its #35 holding.
Intact Investment Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
Intact Investment Management's Sun Life Financial position peaked at $126M in Q4 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.