PCJ Investment Counsel’s Sun Life Financial SLF Stock Holding History

PCJ Investment Counsel’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 Q4	–	Sell	-25,730	Closed	-$1.54M	–	70
2025 Q3	$1.54M	Sell	25,730 -8,560	-25%	-$515K	0.43%	58
2025 Q2	$2.28M	Buy	+34,290	New	+$2.1M	0.78%	44
2025 Q1	–	Sell	-45,400	Closed	-$2.69M	–	73
2024 Q4	$2.69M	Buy	45,400 +12,680	+39%	+$748K	0.91%	36
2024 Q3	$1.9M	Sell	32,720 -1,460	-4%	-$76.3K	0.6%	43
2024 Q2	$1.68M	Sell	34,180 -25,060	-42%	-$1.27M	0.7%	47
2024 Q1	$3.23M	Buy	59,240 +1,200	+2%	+$63.5K	1.07%	31
2023 Q4	$3.01M	Buy	58,040 +8,420	+17%	+$414K	1.16%	29
2023 Q3	$2.42M	Sell	49,620 -13,350	-21%	-$669K	1.12%	27
2023 Q2	$3.28M	Sell	62,970 -3,920	-6%	-$193K	1.39%	24
2023 Q1	$3.12M	Buy	66,890 +1,100	+2%	+$53K	1.24%	30
2022 Q4	$3.05M	Buy	65,790 +47,240	+255%	+$2.09M	1.33%	26
2022 Q3	$737K	Buy	+18,550	New	+$831K	0.36%	61
2021 Q3	–	Sell	-77,327	Closed	-$3.99M	–	88
2021 Q2	$3.99M	Sell	77,327 -9,390	-11%	-$496K	1.49%	26
2021 Q1	$4.38M	Sell	86,717 -1,830	-2%	-$89.6K	1.72%	24
2020 Q4	$3.94M	Sell	88,547 -57,580	-39%	-$2.49M	1.85%	18
2020 Q3	$5.95M	Buy	146,127 +25,800	+21%	+$1.04M	2.71%	10
2020 Q2	$4.42M	Buy	120,327 +89,570	+291%	+$3.08M	2.14%	18
2020 Q1	$990K	Buy	30,757 +5,497	+22%	+$235K	0.68%	38
2019 Q4	$1.15M	Sell	25,260 -40	-0.2%	-$1.8K	0.52%	52
2019 Q3	$1.13M	Sell	25,300 -354,763	-93%	-$14.8M	0.59%	46
2019 Q2	$15.8M	Sell	380,063 -18,246	-5%	-$733K	1.69%	24
2019 Q1	$15.3M	Sell	398,309 -154,830	-28%	-$5.68M	1.26%	26
2018 Q4	$18.3M	Buy	553,139 +116,000	+27%	+$4.19M	1.7%	23
2018 Q3	$17.4M	Sell	437,139 -338,640	-44%	-$13.6M	1.42%	24
2018 Q2	$31.2M	Buy	775,779 +95,100	+14%	+$3.94M	2.04%	18
2018 Q1	$27.9M	Buy	680,679 +207,030	+44%	+$8.73M	1.94%	19
2017 Q4	$19.6M	Sell	473,649 -99,380	-17%	-$3.96M	1.3%	25
2017 Q3	$22.8M	Sell	573,029 -86,740	-13%	-$3.31M	1.46%	23
2017 Q2	$23.6M	Sell	659,769 -153,010	-19%	-$5.28M	1.52%	24
2017 Q1	$29.6M	Sell	812,779 -313,500	-28%	-$11.9M	1.69%	24
2016 Q4	$43.3M	Buy	1,126,279 +98,480	+10%	+$3.57M	2.47%	16
2016 Q3	$33.4M	Sell	1,027,799 -65,000	-6%	-$2.09M	1.86%	21
2016 Q2	$35.7M	Sell	1,092,799 -15,080	-1%	-$505K	2.13%	19
2016 Q1	$35.9M	Sell	1,107,879 -304,760	-22%	-$8.95M	2.21%	16
2015 Q4	$43.9M	Buy	1,412,639 +58,100	+4%	+$1.92M	2.83%	12
2015 Q3	$43.5M	Sell	1,354,539 -250,480	-16%	-$8.12M	2.75%	13
2015 Q2	$53.6M	Sell	1,605,019 -342,579	-18%	-$11.3M	3.07%	14
2015 Q1	$60M	Sell	1,947,598 -4,340	-0.2%	-$139K	2.96%	14
2014 Q4	$70.6M	Buy	1,951,938 +573,200	+42%	+$20.5M	3.18%	13
2014 Q3	$50.1M	Sell	1,378,738 -218,206	-14%	-$8.2M	2.38%	15
2014 Q2	$58.8M	Buy	1,596,944 +29,724	+2%	+$1.02M	2.38%	19
2014 Q1	$60M	Buy	1,567,220 +178,300	+13%	+$6.14M	2.85%	15
2013 Q4	$52.1M	Buy	1,388,920 +403,100	+41%	+$13.7M	2.47%	18
2013 Q3	$32.4M	Buy	+985,820	New	+$31.3M	1.72%	23

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

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 World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

PCJ Investment Counsel's SLF Position: Q4 2025 in Review

PCJ Investment Counsel sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 25,730 shares — an estimated $1.54M sold.

PCJ Investment Counsel first reported a position in SLF in Q3 2013 and held it in 44 quarters. The position peaked at $70.6M in Q4 2014. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

PCJ Investment Counsel reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
PCJ Investment Counsel sold 25,730 Sun Life Financial shares in Q4 2025, an estimated $1.54M.
PCJ Investment Counsel first reported a position in Sun Life Financial in Q3 2013 and held it in 44 quarters.
PCJ Investment Counsel's Sun Life Financial position peaked at $70.6M in Q4 2014.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on PCJ Investment Counsel's 13F filing for Q4 2025, filed 10 Feb 2026.