Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Sun Life Financial SLF Stock Holding History

Northwestern Mutual 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 		$1.56M Sell
24,935
-197
-0.8% -$12.6K ﹤0.01% 1188
2025
Q4 		$1.57M Buy
25,132
+3,307
+15% +$200K ﹤0.01% 1133
2025
Q3 		$1.31M Sell
21,825
-998
-4% -$60K ﹤0.01% 1143
2025
Q2 		$1.52M Sell
22,823
-3,046
-12% -$187K ﹤0.01% 1032
2025
Q1 		$1.48M Buy
25,869
+1,126
+5% +$64.2K ﹤0.01% 988
2024
Q4 		$1.47M Sell
24,743
-697
-3% -$41.1K ﹤0.01% 940
2024
Q3 		$1.48M Sell
25,440
-8,067
-24% -$422K ﹤0.01% 935
2024
Q2 		$1.64M Buy
33,507
+426
+1% +$21.6K ﹤0.01% 877
2024
Q1 		$1.81M Sell
33,081
-1,796
-5% -$95K ﹤0.01% 826
2023
Q4 		$1.81M Buy
34,877
+4,755
+16% +$234K ﹤0.01% 795
2023
Q3 		$1.47M Sell
30,122
-6,128
-17% -$307K ﹤0.01% 813
2023
Q2 		$1.89M Buy
36,250
+18,299
+102% +$899K ﹤0.01% 728
2023
Q1 		$838K Buy
17,951
+1,597
+10% +$76.9K ﹤0.01% 947
2022
Q4 		$759K Sell
16,354
-337
-2% -$14.9K ﹤0.01% 955
2022
Q3 		$663K Sell
16,691
-11
-0.1% -$493 ﹤0.01% 948
2022
Q2 		$765K Buy
16,702
+746
+5% +$37.2K ﹤0.01% 899
2022
Q1 		$891K Buy
15,956
+2,459
+18% +$135K ﹤0.01% 890
2021
Q4 		$751K Sell
13,497
-3,641
-21% -$201K ﹤0.01% 924
2021
Q3 		$882K Buy
17,138
+778
+5% +$40K ﹤0.01% 798
2021
Q2 		$844K Sell
16,360
-284
-2% -$15K ﹤0.01% 808
2021
Q1 		$841K Buy
16,644
+290
+2% +$14.2K ﹤0.01% 759
2020
Q4 		$727K Sell
16,354
-19
-0.1% -$823 ﹤0.01% 727
2020
Q3 		$667K Buy
16,373
+19
+0.1% +$768 ﹤0.01% 677
2020
Q2 		$601K Buy
16,354
+2,737
+20% +$94.1K ﹤0.01% 656
2020
Q1 		$437K Sell
13,617
-1,256
-8% -$53.8K ﹤0.01% 677
2019
Q4 		$678K Sell
14,873
-299
-2% -$13.5K ﹤0.01% 614
2019
Q3 		$680K Buy
15,172
+1,752
+13% +$73.2K ﹤0.01% 568
2019
Q2 		$555K Buy
13,420
+161
+1% +$6.47K ﹤0.01% 601
2019
Q1 		$509K Buy
13,259
+3,277
+33% +$120K ﹤0.01% 618
2018
Q4 		$331K Buy
9,982
+1,990
+25% +$71.9K ﹤0.01% 668
2018
Q3 		$318K Sell
7,992
-1,812
-18% -$72.5K ﹤0.01% 681
2018
Q2 		$394K Buy
9,804
+1,330
+16% +$55.1K ﹤0.01% 590
2018
Q1 		$348K Buy
8,474
+6
+0.1% +$253 ﹤0.01% 594
2017
Q4 		$349K Buy
8,468
+7
+0.1% +$279 ﹤0.01% 585
2017
Q3 		$337K Sell
8,461
-144
-2% -$5.5K ﹤0.01% 565
2017
Q2 		$308K Sell
8,605
-529
-6% -$18.2K ﹤0.01% 583
2017
Q1 		$334K Buy
9,134
+1,006
+12% +$38.2K ﹤0.01% 538
2016
Q4 		$312K Buy
+8,128
New +$294K ﹤0.01% 549
2016
Q3 		– Sell
-8,258
Closed -$271K – 1313
2016
Q2 		$271K Buy
8,258
+7
+0.1% +$235 ﹤0.01% 525
2016
Q1 		$266K Hold
8,251
– – ﹤0.01% 504
2015
Q4 		$257K Buy
8,251
+12
+0.1% +$396 0.01% 474
2015
Q3 		$266K Buy
8,239
+1,061
+15% +$34.4K 0.01% 445
2015
Q2 		$240K Buy
7,178
+250
+4% +$8.24K 0.01% 433
2015
Q1 		$214K Hold
6,928
– – 0.01% 431
2014
Q4 		$250K Buy
+6,928
New +$248K 0.01% 392

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B 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 $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Northwestern Mutual Wealth Management's SLF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Sun Life Financial (SLF) stake by 0.78% in Q1 2026, selling an estimated $12.6K and leaving 24,935 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Northwestern Mutual Wealth Management first reported a position in SLF in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.89M in Q2 2023. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 24,935 shares of Sun Life Financial worth $1.56M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 197 Sun Life Financial shares in Q1 2026, an estimated $12.6K.
  • Sun Life Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1188 holding.
  • Northwestern Mutual Wealth Management first reported a position in Sun Life Financial in Q4 2014 and has held it in 45 quarters since.
  • Northwestern Mutual Wealth Management's Sun Life Financial position peaked at $1.89M in Q2 2023.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.