Orion Portfolio Solutions’s Sun Life Financial SLF Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$657K	Sell	11,482 -281	-2%	-$16K	0.01%	1279
2024 Q4	$698K	Buy	11,763 +423	+4%	+$25K	0.01%	1220
2024 Q3	$658K	Buy	11,340 +154	+1%	+$8.05K	0.01%	1227
2024 Q2	$548K	Sell	11,186 -445	-4%	-$22.6K	0.01%	1242
2024 Q1	$635K	Sell	11,631 -198	-2%	-$10.5K	0.01%	1175
2023 Q4	$609K	Sell	11,829 -598	-5%	-$29.4K	0.01%	1136
2023 Q3	$606K	Sell	12,427 -24	-0.2%	-$1.2K	0.01%	1133
2023 Q2	$649K	Sell	12,451 -613	-5%	-$30.1K	0.01%	1113
2023 Q1	$610K	Buy	+13,064	New	+$629K	0.01%	1072
2020 Q1	–	Sell	-1	Closed	–	–	2266
2019 Q4	$0	Buy	+1	New	+$45	﹤0.01%	1935

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's SLF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Sun Life Financial (SLF) stake by 2.4% in Q1 2025, selling an estimated $16K and leaving 11,482 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #1279.

Orion Portfolio Solutions first reported a position in SLF in Q4 2019 and has held it in 10 quarters since. The position peaked at $698K in Q4 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Orion Portfolio Solutions held 11,482 shares of Sun Life Financial worth $657K as of Q1 2025.
Orion Portfolio Solutions sold 281 Sun Life Financial shares in Q1 2025, an estimated $16K.
Sun Life Financial made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1279 holding.
Orion Portfolio Solutions first reported a position in Sun Life Financial in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Sun Life Financial position peaked at $698K in Q4 2024.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.