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

Larson 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	$37K	Buy	592 +151	+34%	+$9.65K	﹤0.01%	1519
2025 Q4	$27.5K	Buy	441 +55	+14%	+$3.32K	﹤0.01%	1536
2025 Q3	$23.2K	Sell	386 -42	-10%	-$2.53K	﹤0.01%	1558
2025 Q2	$28.4K	Buy	428 +311	+266%	+$19.1K	﹤0.01%	1323
2025 Q1	$6.7K	Buy	117 +87	+290%	+$4.96K	﹤0.01%	1790
2024 Q4	$1.78K	Hold	30	–	–	﹤0.01%	1911
2024 Q3	$1.74K	Hold	30	–	–	﹤0.01%	1882
2024 Q2	$1.47K	Buy	+30	New	+$1.52K	﹤0.01%	1643

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

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

Larson Financial Group increased its Sun Life Financial (SLF) stake by 34% in Q1 2026, buying an estimated $9.65K and bringing the position to 592 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Larson Financial Group first reported a position in SLF in Q2 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Larson Financial Group held 592 shares of Sun Life Financial worth $37K as of Q1 2026.
Larson Financial Group bought 151 Sun Life Financial shares in Q1 2026, an estimated $9.65K.
Sun Life Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1519 holding.
Larson Financial Group first reported a position in Sun Life Financial in Q2 2024 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.