North Star Investment Management’s Sun Life Financial SLF Stock Holding History

North Star Investment 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	$2.94K	Buy	47 +7	+18%	+$447	﹤0.01%	1339
2025 Q4	$2.5K	Buy	+40	New	+$2.42K	﹤0.01%	1283
2022 Q2	–	Sell	-500	Closed	-$24.9K	–	1178
2022 Q1	$28K	Hold	500	–	–	﹤0.01%	689
2021 Q4	$28K	Sell	500 -500	-50%	-$27.6K	﹤0.01%	722
2021 Q3	$51K	Sell	1,000 -689	-41%	-$35.4K	﹤0.01%	584
2021 Q2	$87K	Hold	1,689	–	–	0.01%	499
2021 Q1	$85K	Hold	1,689	–	–	0.01%	473
2020 Q4	$75K	Hold	1,689	–	–	0.01%	477
2020 Q3	$69K	Hold	1,689	–	–	0.01%	458
2020 Q2	$62K	Hold	1,689	–	–	0.01%	462
2020 Q1	$54K	Hold	1,689	–	–	0.01%	471
2019 Q4	$77K	Hold	1,689	–	–	0.01%	476
2019 Q3	$76K	Buy	+1,689	New	+$70.6K	0.01%	473
2019 Q2	–	Sell	-1,689	Closed	-$65K	–	841
2019 Q1	$65K	Hold	1,689	–	–	0.01%	508
2018 Q4	$56K	Hold	1,689	–	–	0.01%	500
2018 Q3	$67K	Hold	1,689	–	–	0.01%	506
2018 Q2	$68K	Hold	1,689	–	–	0.01%	502
2018 Q1	$69K	Hold	1,689	–	–	0.01%	498
2017 Q4	$70K	Hold	1,689	–	–	0.01%	488
2017 Q3	$67K	Hold	1,689	–	–	0.01%	496
2017 Q2	$60K	Buy	+1,689	New	+$58.3K	0.01%	505

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

North Star Investment Management's SLF Position: Q1 2026 in Review

North Star Investment Management increased its Sun Life Financial (SLF) stake by 18% in Q1 2026, buying an estimated $447 and bringing the position to 47 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

North Star Investment Management first reported a position in SLF in Q2 2017 and has held it in 21 quarters since. The position peaked at $87K in Q2 2021. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

North Star Investment Management held 47 shares of Sun Life Financial worth $2.94K as of Q1 2026.
North Star Investment Management bought 7 Sun Life Financial shares in Q1 2026, an estimated $447.
Sun Life Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1339 holding.
North Star Investment Management first reported a position in Sun Life Financial in Q2 2017 and has held it in 21 quarters since.
North Star Investment Management's Sun Life Financial position peaked at $87K in Q2 2021.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.