Janney Montgomery Scott
SLF icon

Janney Montgomery Scott’s Sun Life Financial SLF Stock Holding History

Janney Montgomery Scott’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 		$872K Buy
13,939
+405
+3% +$25.9K ﹤0.01% 1735
2025
Q4 		$845K Buy
13,534
+2,526
+23% +$153K ﹤0.01% 1837
2025
Q3 		$661K Buy
11,008
+380
+4% +$22.9K ﹤0.01% 1981
2025
Q2 		$706K Hold
10,628
– – ﹤0.01% 1797
2025
Q1 		$609K Buy
10,628
+3,006
+39% +$171K ﹤0.01% 1856
2024
Q4 		$452K Buy
7,622
+893
+13% +$52.7K ﹤0.01% 2057
2024
Q3 		$390K Buy
6,729
+171
+3% +$8.94K ﹤0.01% 2130
2024
Q2 		$321K Buy
6,558
+2
+0% +$101 ﹤0.01% 2174
2024
Q1 		$358K Sell
6,556
-1,060
-14% -$56.1K ﹤0.01% 2221
2023
Q4 		$395K Sell
7,616
-6,820
-47% -$336K ﹤0.01% 2062
2023
Q3 		$704K Buy
14,436
+1,531
+12% +$76.7K ﹤0.01% 1546
2023
Q2 		$673K Sell
12,905
-566
-4% -$27.8K ﹤0.01% 1650
2023
Q1 		$629K Buy
13,471
+7,993
+146% +$385K ﹤0.01% 1583
2022
Q4 		$254K Sell
5,478
-9,363
-63% -$414K ﹤0.01% 2234
2022
Q3 		$590K Sell
14,841
-776
-5% -$34.8K ﹤0.01% 1591
2022
Q2 		$721K Sell
15,617
-1,256
-7% -$62.6K ﹤0.01% 1410
2022
Q1 		$942K Sell
16,873
-491
-3% -$27K ﹤0.01% 1279
2021
Q4 		$967K Buy
17,364
+1,822
+12% +$101K ﹤0.01% 1356
2021
Q3 		$800K Buy
15,542
+5,687
+58% +$293K ﹤0.01% 1396
2021
Q2 		$508K Buy
9,855
+1
+0% +$53 ﹤0.01% 1627
2021
Q1 		$498K Buy
9,854
+1
+0% +$49 ﹤0.01% 1561
2020
Q4 		$438K Sell
9,853
-99
-1% -$4.29K ﹤0.01% 1656
2020
Q3 		$405K Buy
9,952
+1,762
+22% +$71.2K ﹤0.01% 1535
2020
Q2 		$301K Sell
8,190
-140
-2% -$4.81K ﹤0.01% 1630
2020
Q1 		$267K Sell
8,330
-176
-2% -$7.54K ﹤0.01% 1544
2019
Q4 		$388K Buy
8,506
+158
+2% +$7.11K ﹤0.01% 1569
2019
Q3 		$374K Buy
8,348
+1
+0% +$42 ﹤0.01% 1557
2019
Q2 		$345K Sell
8,347
-2,623
-24% -$105K ﹤0.01% 1627
2019
Q1 		$421K Buy
10,970
+3,601
+49% +$132K ﹤0.01% 1486
2018
Q4 		$245K Sell
7,369
-283
-4% -$10.2K ﹤0.01% 1666
2018
Q3 		$304K Buy
7,652
+159
+2% +$6.36K ﹤0.01% 1707
2018
Q2 		$301K Buy
7,493
+163
+2% +$6.75K ﹤0.01% 1646
2018
Q1 		$301K Sell
7,330
-1,274
-15% -$53.7K ﹤0.01% 1595
2017
Q4 		$355K Buy
8,604
+1,326
+18% +$52.9K ﹤0.01% 1497
2017
Q3 		$290K Buy
7,278
+1,152
+19% +$44K ﹤0.01% 1519
2017
Q2 		$219K Buy
6,126
+450
+8% +$15.5K ﹤0.01% 1585
2017
Q1 		$207K Hold
5,676
– – ﹤0.01% 1603
2016
Q4 		$218K Sell
5,676
-3,957
-41% -$143K ﹤0.01% 1499
2016
Q3 		$313K Sell
9,633
-9,205
-49% -$296K 0.01% 1171
2016
Q2 		$618K Buy
18,838
+8,297
+79% +$278K 0.01% 488
2016
Q1 		$340K Buy
10,541
+35
+0.3% +$1.03K 0.01% 914
2015
Q4 		$328K Sell
10,506
-806
-7% -$26.6K 0.01% 1009
2015
Q3 		$365K Sell
11,312
-4,181
-27% -$136K 0.01% 970
2015
Q2 		$517K Sell
15,493
-4,324
-22% -$143K 0.01% 1153
2015
Q1 		$611K Sell
19,817
-179
-0.9% -$5.71K 0.01% 1215
2014
Q4 		$721K Buy
19,996
+918
+5% +$32.8K 0.01% 1043
2014
Q3 		$692K Buy
19,078
+1,506
+9% +$56.6K 0.01% 1051
2014
Q2 		$645K Sell
17,572
-20
-0.1% -$689 0.01% 1074
2014
Q1 		$609K Buy
17,592
+290
+2% +$9.98K 0.01% 1001
2013
Q4 		$611K Buy
17,302
+2,704
+19% +$92.1K 0.02% 957
2013
Q3 		$467K Buy
+14,598
New +$464K 0.01% 1043

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Janney Montgomery Scott's SLF Position: Q1 2026 in Review

Janney Montgomery Scott increased its Sun Life Financial (SLF) stake by 3% in Q1 2026, buying an estimated $25.9K and bringing the position to 13,939 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Janney Montgomery Scott first reported a position in SLF in Q3 2013 and has held it in 51 quarters since. The position peaked at $967K in Q4 2021. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Janney Montgomery Scott held 13,939 shares of Sun Life Financial worth $872K as of Q1 2026.
  • Janney Montgomery Scott bought 405 Sun Life Financial shares in Q1 2026, an estimated $25.9K.
  • Sun Life Financial made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1735 holding.
  • Janney Montgomery Scott first reported a position in Sun Life Financial in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's Sun Life Financial position peaked at $967K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.