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Lindbrook Capital’s Sun Life Financial SLF Stock Holding History

Lindbrook Capital’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
2025
Q1 		$224K Buy
3,909
+100
+3% +$5.7K 0.02% 380
2024
Q4 		$226K Buy
3,809
+469
+14% +$27.7K 0.02% 367
2024
Q3 		$194K Sell
3,340
-252
-7% -$13.2K 0.02% 395
2024
Q2 		$176K Buy
3,592
+8
+0.2% +$406 0.02% 388
2024
Q1 		$196K Buy
3,584
+23
+0.6% +$1.22K 0.02% 364
2023
Q4 		$185K Sell
3,561
-176
-5% -$8.66K 0.02% 367
2023
Q3 		$182K Buy
3,737
+111
+3% +$5.56K 0.02% 341
2023
Q2 		$189K Buy
3,626
+25
+0.7% +$1.23K 0.02% 336
2023
Q1 		$168K Sell
3,601
-4
-0.1% -$193 0.02% 354
2022
Q4 		$167K Buy
3,605
+79
+2% +$3.5K 0.02% 366
2022
Q3 		$140K Sell
3,526
-190
-5% -$8.52K 0.02% 351
2022
Q2 		$170K Sell
3,716
-170
-4% -$8.47K 0.03% 319
2022
Q1 		$217K Sell
3,886
-146
-4% -$8.04K 0.03% 270
2021
Q4 		$225K Buy
4,032
+8
+0.2% +$442 0.03% 280
2021
Q3 		$207K Buy
4,024
+192
+5% +$9.88K 0.05% 142
2021
Q2 		$198K Buy
3,832
+12
+0.3% +$634 0.04% 168
2021
Q1 		$193K Buy
3,820
+147
+4% +$7.2K 0.04% 163
2020
Q4 		$163K Hold
3,673
– – 0.04% 164
2020
Q3 		$150K Buy
3,673
+23
+0.6% +$930 0.04% 154
2020
Q2 		$134K Buy
3,650
+251
+7% +$8.63K 0.04% 166
2020
Q1 		$109K Buy
3,399
+2,032
+149% +$87K 0.04% 175
2019
Q4 		$62K Hold
1,367
– – 0.02% 376
2019
Q3 		$61K Buy
1,367
+71
+5% +$2.97K 0.02% 357
2019
Q2 		$53K Buy
1,296
+60
+5% +$2.41K 0.02% 407
2019
Q1 		$47K Buy
1,236
+145
+13% +$5.32K 0.02% 434
2018
Q4 		$36K Buy
+1,091
New +$39.4K 0.02% 444

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's SLF Position: Q1 2025 in Review

Lindbrook Capital increased its Sun Life Financial (SLF) stake by 2.6% in Q1 2025, buying an estimated $5.7K and bringing the position to 3,909 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #380.

Lindbrook Capital first reported a position in SLF in Q4 2018 and has held it in 26 quarters since. The position peaked at $226K in Q4 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Lindbrook Capital held 3,909 shares of Sun Life Financial worth $224K as of Q1 2025.
  • Lindbrook Capital bought 100 Sun Life Financial shares in Q1 2025, an estimated $5.7K.
  • Sun Life Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #380 holding.
  • Lindbrook Capital first reported a position in Sun Life Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Sun Life Financial position peaked at $226K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.