Meritage Portfolio Management’s Sun Life Financial SLF Stock Holding History

Meritage Portfolio Management’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 Q4	$4.46M	Sell	71,438 -804	-1%	-$48.6K	0.3%	102
2025 Q3	$4.34M	Sell	72,242 -1,361	-2%	-$81.9K	0.29%	104
2025 Q2	$4.89M	Sell	73,603 -1,746	-2%	-$107K	0.31%	91
2025 Q1	$4.31M	Sell	75,349 -1,452	-2%	-$82.8K	0.29%	106
2024 Q4	$4.56M	Sell	76,801 -5,488	-7%	-$324K	0.28%	102
2024 Q3	$4.77M	Sell	82,289 -3,708	-4%	-$194K	0.29%	111
2024 Q2	$4.21M	Buy	85,997 +24,071	+39%	+$1.22M	0.27%	115
2024 Q1	$3.38M	Buy	+61,926	New	+$3.28M	0.22%	140

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Meritage Portfolio Management's SLF Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Sun Life Financial (SLF) stake by 1.1% in Q4 2025, selling an estimated $48.6K and leaving 71,438 shares worth $4.46M. The position accounts for 0.3% of the portfolio, ranked #102.

Meritage Portfolio Management first reported a position in SLF in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.89M in Q2 2025. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Meritage Portfolio Management held 71,438 shares of Sun Life Financial worth $4.46M as of Q4 2025.
Meritage Portfolio Management sold 804 Sun Life Financial shares in Q4 2025, an estimated $48.6K.
Sun Life Financial made up 0.3% of Meritage Portfolio Management's portfolio in Q4 2025, its #102 holding.
Meritage Portfolio Management first reported a position in Sun Life Financial in Q1 2024 and has held it in 8 quarters since.
Meritage Portfolio Management's Sun Life Financial position peaked at $4.89M in Q2 2025.
440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.