MOTCO’s Sun Life Financial SLF Stock Holding History

MOTCO’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	$4.56M	Buy	72,843 +77	+0.1%	+$4.92K	0.42%	79
2025 Q4	$4.54M	Sell	72,766 -1,881	-3%	-$114K	0.41%	80
2025 Q3	$4.48M	Sell	74,647 -194	-0.3%	-$11.7K	0.41%	83
2025 Q2	$4.57M	Sell	74,841 -2,367	-3%	-$145K	0.44%	78
2025 Q1	$4.42M	Sell	77,208 -9,847	-11%	-$561K	0.47%	82
2024 Q4	$5.17M	Sell	87,055 -1,255	-1%	-$74.1K	0.53%	74
2024 Q3	$5.12M	Sell	88,310 -8,697	-9%	-$455K	0.51%	82
2024 Q2	$4.75M	Sell	97,007 -890	-0.9%	-$45.2K	0.28%	106
2024 Q1	$5.34M	Sell	97,897 -2,597	-3%	-$137K	0.32%	96
2023 Q4	$5.21M	Sell	100,494 -15,837	-14%	-$779K	0.33%	98
2023 Q3	$5.68M	Sell	116,331 -1,727	-1%	-$86.6K	0.39%	93
2023 Q2	$6.15M	Sell	118,058 -4,232	-3%	-$208K	0.4%	88
2023 Q1	$5.71M	Buy	122,290 +3,385	+3%	+$163K	0.39%	97
2022 Q4	$5.52M	Sell	118,905 -3,585	-3%	-$159K	0.41%	95
2022 Q3	$4.87M	Buy	122,490 +8,937	+8%	+$401K	0.39%	102
2022 Q2	$5.2M	Sell	113,553 -12,223	-10%	-$609K	0.39%	102
2022 Q1	$7.02M	Sell	125,776 -4,247	-3%	-$234K	0.46%	87
2021 Q4	$7.24M	Buy	130,023 +502	+0.4%	+$27.8K	0.45%	88
2021 Q3	$6.66M	Buy	129,521 +7,004	+6%	+$360K	0.43%	87
2021 Q2	$6.31M	Buy	122,517 +7,881	+7%	+$416K	0.41%	96
2021 Q1	$5.79M	Buy	114,636 +7,790	+7%	+$381K	0.41%	94
2020 Q4	$4.75M	Sell	106,846 -7,917	-7%	-$343K	0.35%	102
2020 Q3	$4.67M	Buy	114,763 +384	+0.3%	+$15.5K	0.37%	97
2020 Q2	$4.2M	Buy	114,379 +8,826	+8%	+$303K	0.36%	99
2020 Q1	$3.39M	Buy	105,553 +601	+0.6%	+$25.7K	0.34%	101
2019 Q4	$4.78M	Buy	104,952 +758	+0.7%	+$34.1K	0.4%	91
2019 Q3	$4.67M	Buy	104,194 +8,321	+9%	+$348K	0.42%	87
2019 Q2	$3.96M	Sell	95,873 -277	-0.3%	-$11.1K	0.37%	96
2019 Q1	$3.69M	Buy	96,150 +2,659	+3%	+$97.6K	0.37%	94
2018 Q4	$3.1M	Buy	93,491 +3,580	+4%	+$129K	0.34%	96
2018 Q3	$3.58M	Buy	89,911 +581	+0.7%	+$23.2K	0.36%	92
2018 Q2	$3.58M	Sell	89,330 -566	-0.6%	-$23.4K	0.37%	90
2018 Q1	$3.7M	Sell	89,896 -181	-0.2%	-$7.63K	0.38%	84
2017 Q4	$3.72M	Buy	90,077 +231	+0.3%	+$9.21K	0.38%	84
2017 Q3	$3.58M	Sell	89,846 -5,154	-5%	-$197K	0.37%	86
2017 Q2	$3.4M	Buy	95,000 +2,082	+2%	+$71.8K	0.35%	95
2017 Q1	$3.4M	Sell	92,918 -392	-0.4%	-$14.9K	0.37%	93
2016 Q4	$3.58M	Sell	93,310 -5,616	-6%	-$203K	0.4%	86
2016 Q3	$3.22M	Buy	98,926 +4,506	+5%	+$145K	0.36%	96
2016 Q2	$3.1M	Sell	94,420 -224	-0.2%	-$7.51K	0.34%	100
2016 Q1	$3.05M	Buy	94,644 +829	+0.9%	+$24.3K	0.35%	96
2015 Q4	$2.93M	Buy	93,815 +616	+0.7%	+$20.3K	0.35%	97
2015 Q3	$3.01M	Sell	93,199 -5	-0%	-$162	0.36%	93
2015 Q2	$3.11M	Buy	93,204 +1,574	+2%	+$51.9K	0.36%	91
2015 Q1	$2.82M	Sell	91,630 -675	-0.7%	-$21.6K	0.32%	98
2014 Q4	$3.33M	Buy	92,305 +2,980	+3%	+$107K	0.35%	90
2014 Q3	$3.24M	Buy	89,325 +2,624	+3%	+$98.6K	0.34%	101
2014 Q2	$3.18M	Buy	86,701 +1,275	+1%	+$43.9K	0.35%	97
2014 Q1	$2.96M	Sell	85,426 -4,309	-5%	-$148K	0.34%	98
2013 Q4	$3.17M	Sell	89,735 -114	-0.1%	-$3.88K	0.37%	91
2013 Q3	$2.87M	Buy	89,849 +76	+0.1%	+$2.42K	0.35%	91
2013 Q2	$2.66M	Buy	+89,773	New	+$2.55M	0.34%	95

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

MOTCO's SLF Position: Q1 2026 in Review

MOTCO increased its Sun Life Financial (SLF) stake by 0.11% in Q1 2026, buying an estimated $4.92K and bringing the position to 72,843 shares worth $4.56M. The position accounts for 0.42% of the portfolio, ranked #79.

MOTCO first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.24M in Q4 2021. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

MOTCO held 72,843 shares of Sun Life Financial worth $4.56M as of Q1 2026.
MOTCO bought 77 Sun Life Financial shares in Q1 2026, an estimated $4.92K.
Sun Life Financial made up 0.42% of MOTCO's portfolio in Q1 2026, its #79 holding.
MOTCO first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
MOTCO's Sun Life Financial position peaked at $7.24M in Q4 2021.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.