NewEdge Wealth’s Sun Life Financial SLF Stock Holding History

NewEdge Wealth’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	$265K	Buy	4,238 +48	+1%	+$3.07K	﹤0.01%	1002
2025 Q4	$261K	Buy	4,190 +109	+3%	+$6.58K	﹤0.01%	1072
2025 Q3	$252K	Sell	4,081 -537	-12%	-$32.3K	﹤0.01%	922
2025 Q2	$284K	Sell	4,618 -21	-0.5%	-$1.29K	﹤0.01%	846
2025 Q1	$266K	Buy	4,639 +21	+0.5%	+$1.2K	﹤0.01%	803
2024 Q4	$274K	Hold	4,618	–	–	﹤0.01%	790
2024 Q3	$268K	Hold	4,618	–	–	﹤0.01%	753
2024 Q2	$226K	Sell	4,618 -20	-0.4%	-$1.01K	﹤0.01%	707
2024 Q1	$241K	Buy	4,638 +20	+0.4%	+$1.06K	0.01%	712
2023 Q4	$239K	Hold	4,618	–	–	0.01%	673
2023 Q3	$225K	Hold	4,618	–	–	0.01%	596
2023 Q2	$241K	Hold	4,618	–	–	0.01%	575
2023 Q1	$216K	Sell	4,618 -23	-0.5%	-$1.11K	0.01%	571
2022 Q4	$215K	Buy	+4,641	New	+$205K	0.01%	509

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 Wealth's SLF Position: Q1 2026 in Review

NewEdge Wealth increased its Sun Life Financial (SLF) stake by 1.1% in Q1 2026, buying an estimated $3.07K and bringing the position to 4,238 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

NewEdge Wealth first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $284K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

NewEdge Wealth held 4,238 shares of Sun Life Financial worth $265K as of Q1 2026.
NewEdge Wealth bought 48 Sun Life Financial shares in Q1 2026, an estimated $3.07K.
Sun Life Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1002 holding.
NewEdge Wealth first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
NewEdge Wealth's Sun Life Financial position peaked at $284K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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