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Jefferies Financial Group’s Sun Life Financial SLF Stock Holding History

Jefferies Financial 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
-129,000
Closed -$8.05M – 2159
2025
Q4 		$8.05M Buy
+129,000
New +$7.79M 0.04% 377

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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

Jefferies Financial Group's SLF Position: Q1 2026 in Review

Jefferies Financial Group sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 129,000 shares — an estimated $8.05M sold.

Jefferies Financial Group first reported a position in SLF in Q4 2025 and held it in 1 quarter. The position peaked at $8.05M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Jefferies Financial Group reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 129,000 Sun Life Financial shares in Q1 2026, an estimated $8.05M.
  • Jefferies Financial Group first reported a position in Sun Life Financial in Q4 2025 and held it in 1 quarter.
  • Jefferies Financial Group's Sun Life Financial position peaked at $8.05M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.