MUFG Securities (Canada)’s Sun Life Financial SLF Stock Holding History

MUFG Securities (Canada)’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	$51.4M	Sell	821,562 -27,178	-3%	-$1.74M	1.48%	24
2025 Q4	$53M	Sell	848,740 -83,139	-9%	-$5.02M	1.47%	21
2025 Q3	$56M	Sell	931,879 -26,631	-3%	-$1.6M	1.56%	21
2025 Q2	$63.7M	Buy	958,510 +82,914	+9%	+$5.08M	1.94%	18
2025 Q1	$50.1M	Sell	875,596 -3,753	-0.4%	-$214K	1.75%	19
2024 Q4	$52.2M	Buy	879,349 +366,546	+71%	+$21.6M	1.88%	17
2024 Q3	$29.8M	Buy	512,803 +205,221	+67%	+$10.7M	1.33%	19
2024 Q2	$15.1M	Buy	307,582 +307,278	+101,078%	+$15.6M	0.99%	20
2024 Q1	$16.6K	Buy	+304	New	+$16.1K	﹤0.01%	16
2022 Q1	–	Sell	-312,974	Closed	-$17.4M	–	37
2021 Q4	$17.4M	Buy	312,974 +175	+0.1%	+$9.67K	0.8%	21
2021 Q3	$16.1M	Buy	312,799 +1,141	+0.4%	+$58.7K	0.65%	20
2021 Q2	$16.1M	Buy	311,658 +248	+0.1%	+$13.1K	0.77%	21
2021 Q1	$15.7M	Buy	311,410 +67	+0%	+$3.28K	0.91%	20
2020 Q4	$13.8M	Buy	+311,343	New	+$13.5M	1.93%	18

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

MUFG Securities (Canada)'s SLF Position: Q1 2026 in Review

MUFG Securities (Canada) reduced its Sun Life Financial (SLF) stake by 3.2% in Q1 2026, selling an estimated $1.74M and leaving 821,562 shares worth $51.4M. The position accounts for 1.48% of the portfolio, ranked #24.

MUFG Securities (Canada) first reported a position in SLF in Q4 2020 and has held it in 14 quarters since. The position peaked at $63.7M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

MUFG Securities (Canada) held 821,562 shares of Sun Life Financial worth $51.4M as of Q1 2026.
MUFG Securities (Canada) sold 27,178 Sun Life Financial shares in Q1 2026, an estimated $1.74M.
Sun Life Financial made up 1.48% of MUFG Securities (Canada)'s portfolio in Q1 2026, its #24 holding.
MUFG Securities (Canada) first reported a position in Sun Life Financial in Q4 2020 and has held it in 14 quarters since.
MUFG Securities (Canada)'s Sun Life Financial position peaked at $63.7M in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on MUFG Securities (Canada)'s 13F filing for Q1 2026, filed 11 May 2026.