Mark Sheptoff Financial Planning’s Sun Life Financial SLF Stock Holding History

Mark Sheptoff Financial Planning’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	$38.8K	Hold	530	–	–	0.02%	200
2025 Q4	$33.1K	Hold	530	–	–	0.02%	229
2025 Q3	$31.8K	Hold	530	–	–	0.02%	228
2025 Q2	$35.2K	Hold	530	–	–	0.02%	213
2025 Q1	$30.3K	Hold	530	–	–	0.02%	208
2024 Q4	$31.4K	Hold	530	–	–	0.02%	214
2024 Q3	$30.8K	Hold	530	–	–	0.02%	210
2024 Q2	$26K	Hold	530	–	–	0.01%	236
2024 Q1	$28.9K	Hold	530	–	–	0.02%	212
2023 Q4	$27.5K	Hold	530	–	–	0.02%	202
2023 Q3	$25.9K	Hold	530	–	–	0.02%	194
2023 Q2	$27.6K	Hold	530	–	–	0.02%	204
2023 Q1	$24.8K	Hold	530	–	–	0.01%	202
2022 Q4	$24.6K	Hold	530	–	–	0.01%	200
2022 Q3	$21K	Hold	530	–	–	0.01%	206
2022 Q2	$24K	Hold	530	–	–	0.01%	210
2022 Q1	$30K	Buy	+530	New	+$29.2K	0.02%	211

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

Mark Sheptoff Financial Planning's SLF Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Sun Life Financial (SLF) position steady in Q1 2026 at 530 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #200.

Mark Sheptoff Financial Planning first reported a position in SLF in Q1 2022 and has held it in 17 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Mark Sheptoff Financial Planning held 530 shares of Sun Life Financial worth $38.8K as of Q1 2026.
Mark Sheptoff Financial Planning left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #200 holding.
Mark Sheptoff Financial Planning first reported a position in Sun Life Financial in Q1 2022 and has held it in 17 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.