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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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 $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B 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 World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return