PDS Planning’s Sun Life Financial SLF Stock Holding History

PDS Planning’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	$397K	Sell	6,340 -93	-1%	-$5.95K	0.03%	317
2025 Q4	$401K	Buy	6,433 +2	+0%	+$121	0.03%	308
2025 Q3	$386K	Sell	6,431 -82	-1%	-$4.93K	0.03%	306
2025 Q2	$433K	Buy	6,513 +234	+4%	+$14.3K	0.03%	265
2025 Q1	$360K	Buy	6,279 +761	+14%	+$43.4K	0.03%	280
2024 Q4	$327K	Buy	5,518 +70	+1%	+$4.13K	0.03%	271
2024 Q3	$316K	Buy	5,448 +555	+11%	+$29K	0.03%	280
2024 Q2	$240K	Sell	4,893 -352	-7%	-$17.9K	0.02%	321
2024 Q1	$286K	Buy	5,245 +308	+6%	+$16.3K	0.03%	273
2023 Q4	$256K	Buy	4,937 +108	+2%	+$5.32K	0.03%	272
2023 Q3	$236K	Buy	4,829 +170	+4%	+$8.52K	0.03%	259
2023 Q2	$243K	Buy	+4,659	New	+$229K	0.03%	256

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

PDS Planning's SLF Position: Q1 2026 in Review

PDS Planning reduced its Sun Life Financial (SLF) stake by 1.4% in Q1 2026, selling an estimated $5.95K and leaving 6,340 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #317.

PDS Planning first reported a position in SLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $433K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

PDS Planning held 6,340 shares of Sun Life Financial worth $397K as of Q1 2026.
PDS Planning sold 93 Sun Life Financial shares in Q1 2026, an estimated $5.95K.
Sun Life Financial made up 0.03% of PDS Planning's portfolio in Q1 2026, its #317 holding.
PDS Planning first reported a position in Sun Life Financial in Q2 2023 and has held it in 12 quarters since.
PDS Planning's Sun Life Financial position peaked at $433K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.