NewEdge Advisors’s Sun Life Financial SLF Stock Holding History

NewEdge Advisors’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	$6.73K	Buy	108 +1	+0.9%	+$64	﹤0.01%	3501
2025 Q4	$6.68K	Hold	107	–	–	﹤0.01%	3591
2025 Q3	$6.4K	Buy	107 +1	+0.9%	+$60	﹤0.01%	3458
2025 Q2	$7.01K	Hold	106	–	–	﹤0.01%	3315
2025 Q1	$6.04K	Sell	106 -35	-25%	-$2K	﹤0.01%	3249
2024 Q4	$8.36K	Buy	141 +1	+0.7%	+$59	﹤0.01%	3086
2024 Q3	$8.13K	Buy	140 +1	+0.7%	+$52	﹤0.01%	3005
2024 Q2	$6.83K	Sell	139 -217	-61%	-$11K	﹤0.01%	2987
2024 Q1	$19.4K	Buy	356 +64	+22%	+$3.39K	﹤0.01%	2638
2023 Q4	$15.1K	Hold	292	–	–	﹤0.01%	2689
2023 Q3	$14.3K	Hold	292	–	–	﹤0.01%	2470
2023 Q2	$15.2K	Buy	292 +252	+630%	+$12.4K	﹤0.01%	2465
2023 Q1	$1.87K	Sell	40 -238	-86%	-$11.5K	﹤0.01%	3048
2022 Q4	$11.1K	Buy	+278	New	+$12.3K	﹤0.01%	2340

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

NewEdge Advisors's SLF Position: Q1 2026 in Review

NewEdge Advisors increased its Sun Life Financial (SLF) stake by 0.93% in Q1 2026, buying an estimated $64 and bringing the position to 108 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

NewEdge Advisors first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.4K in Q1 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

NewEdge Advisors held 108 shares of Sun Life Financial worth $6.73K as of Q1 2026.
NewEdge Advisors bought 1 Sun Life Financial share in Q1 2026, an estimated $64.
Sun Life Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3501 holding.
NewEdge Advisors first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Sun Life Financial position peaked at $19.4K in Q1 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.