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Laird Norton Wetherby Trust Company’s Sun Life Financial SLF Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.86M Sell
29,673
-425
-1% -$27.2K 0.04% 331
2025
Q4 		$1.88M Buy
+30,098
New +$1.82M 0.04% 333

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

Laird Norton Wetherby Trust Company's SLF Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Sun Life Financial (SLF) stake by 1.4% in Q1 2026, selling an estimated $27.2K and leaving 29,673 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #331.

Laird Norton Wetherby Trust Company first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.88M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 29,673 shares of Sun Life Financial worth $1.86M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 425 Sun Life Financial shares in Q1 2026, an estimated $27.2K.
  • Sun Life Financial made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #331 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Sun Life Financial position peaked at $1.88M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.