Nicola Wealth Management’s Sun Life Financial SLF Stock Holding History

Nicola Wealth 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
2026 Q1	$24.7M	Buy	394,400 +27,500	+7%	+$1.76M	2.97%	3
2025 Q4	$22.9M	Buy	366,900 +10,100	+3%	+$610K	2.08%	12
2025 Q3	$21.4M	Buy	356,800 +79,500	+29%	+$4.78M	1.91%	17
2025 Q2	$18.4M	Buy	277,300 +103,100	+59%	+$6.32M	1.73%	20
2025 Q1	$9.97M	Buy	+174,200	New	+$9.93M	0.97%	45
2020 Q4	–	Sell	-146,600	Closed	-$5.97M	–	117
2020 Q3	$5.97M	Hold	146,600	–	–	0.85%	53
2020 Q2	$5.39M	Hold	146,600	–	–	0.75%	55
2020 Q1	$6.64M	Hold	146,600	–	–	1%	40
2019 Q4	$8.68M	Sell	146,600 -10,000	-6%	-$450K	1.31%	24
2019 Q3	$9.28M	Sell	156,600 -44,000	-22%	-$1.84M	1.45%	25
2019 Q2	$10.9M	Hold	200,600	–	–	1.8%	13
2019 Q1	$10.3M	Sell	200,600 -59,000	-23%	-$2.17M	1.54%	15
2018 Q4	$11.8M	Hold	259,600	–	–	1.94%	10
2018 Q3	$13.3M	Buy	259,600 +36,000	+16%	+$1.44M	2.32%	6
2018 Q2	$11.8M	Hold	223,600	–	–	2.33%	9
2018 Q1	$11.8M	Buy	+223,600	New	+$9.43M	2.38%	5

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Toronto Dominion Bank

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

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