Pinnacle Associates’s Sun Life Financial SLF Stock Holding History

Pinnacle Associates’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	$344K	Buy	5,506 +23	+0.4%	+$1.47K	﹤0.01%	757
2025 Q4	$342K	Hold	5,483	–	–	﹤0.01%	748
2025 Q3	$329K	Sell	5,483 -175	-3%	-$10.5K	﹤0.01%	732
2025 Q2	$376K	Hold	5,658	–	–	0.01%	687
2025 Q1	$324K	Hold	5,658	–	–	﹤0.01%	699
2024 Q4	$336K	Sell	5,658 -495	-8%	-$29.2K	﹤0.01%	689
2024 Q3	$319K	Hold	6,153	–	–	0.01%	661
2024 Q2	$301K	Sell	6,153 -13	-0.2%	-$660	﹤0.01%	689
2024 Q1	$337K	Buy	6,166 +13	+0.2%	+$688	0.01%	671
2023 Q4	$319K	Hold	6,153	–	–	0.01%	671
2023 Q3	$300K	Hold	6,153	–	–	0.01%	674
2023 Q2	$321K	Hold	6,153	–	–	0.01%	659
2023 Q1	$287K	Hold	6,153	–	–	0.01%	632
2022 Q4	$286K	Hold	6,153	–	–	0.01%	623
2022 Q3	$245K	Hold	6,153	–	–	0.01%	650
2022 Q2	$282K	Hold	6,153	–	–	0.01%	625
2022 Q1	$344K	Hold	6,153	–	–	0.01%	633
2021 Q4	$343K	Hold	6,153	–	–	0.01%	639
2021 Q3	$317K	Hold	6,153	–	–	0.01%	633
2021 Q2	$317K	Hold	6,153	–	–	0.01%	639
2021 Q1	$311K	Hold	6,153	–	–	0.01%	614
2020 Q4	$274K	Hold	6,153	–	–	0.01%	611
2020 Q3	$251K	Hold	6,153	–	–	0.01%	598
2020 Q2	$226K	Buy	+6,153	New	+$211K	0.01%	608
2020 Q1	–	Sell	-6,153	Closed	-$280K	–	719
2019 Q4	$280K	Hold	6,153	–	–	0.01%	621
2019 Q3	$276K	Hold	6,153	–	–	0.01%	620
2019 Q2	$254K	Hold	6,153	–	–	0.01%	623
2019 Q1	$236K	Hold	6,153	–	–	0.01%	645
2018 Q4	$204K	Hold	6,153	–	–	0.01%	646
2018 Q3	$245K	Buy	6,153 +495	+9%	+$19.8K	0.01%	641
2018 Q2	$227K	Hold	5,658	–	–	﹤0.01%	646
2018 Q1	$233K	Hold	5,658	–	–	﹤0.01%	613
2017 Q4	$234K	Hold	5,658	–	–	﹤0.01%	617
2017 Q3	$225K	Buy	+5,658	New	+$216K	﹤0.01%	617
2017 Q2	–	Sell	-5,483	Closed	-$200K	–	687
2017 Q1	$200K	Sell	5,483 -62,364	-92%	-$2.37M	﹤0.01%	632
2016 Q4	$2.61M	Sell	67,847 -1,400	-2%	-$50.7K	0.05%	279
2016 Q3	$2.25M	Sell	69,247 -1,750	-2%	-$56.3K	0.05%	290
2016 Q2	$2.33M	Sell	70,997 -1,675	-2%	-$56.1K	0.05%	280
2016 Q1	$2.35M	Sell	72,672 -715	-1%	-$21K	0.05%	269
2015 Q4	$2.29M	Hold	73,387	–	–	0.05%	264
2015 Q3	$2.37M	Sell	73,387 -1,460	-2%	-$47.3K	0.05%	267
2015 Q2	$2.5M	Sell	74,847 -1,920	-3%	-$63.3K	0.05%	274
2015 Q1	$2.37M	Sell	76,767 -2,735	-3%	-$87.3K	0.04%	268
2014 Q4	$2.87M	Hold	79,502	–	–	0.06%	252
2014 Q3	$2.88M	Sell	79,502 -150	-0.2%	-$5.64K	0.06%	248
2014 Q2	$2.92M	Sell	79,652 -1,410	-2%	-$48.6K	0.06%	244
2014 Q1	$2.81M	Hold	81,062	–	–	0.05%	242
2013 Q4	$2.86M	Sell	81,062 -3,071	-4%	-$105K	0.06%	246
2013 Q3	$2.69M	Sell	84,133 -2,500	-3%	-$79.5K	0.06%	245
2013 Q2	$2.57M	Buy	+86,633	New	+$2.47M	0.06%	245

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

Pinnacle Associates's SLF Position: Q1 2026 in Review

Pinnacle Associates increased its Sun Life Financial (SLF) stake by 0.42% in Q1 2026, buying an estimated $1.47K and bringing the position to 5,506 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Pinnacle Associates first reported a position in SLF in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.92M in Q2 2014. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Pinnacle Associates held 5,506 shares of Sun Life Financial worth $344K as of Q1 2026.
Pinnacle Associates bought 23 Sun Life Financial shares in Q1 2026, an estimated $1.47K.
Sun Life Financial made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #757 holding.
Pinnacle Associates first reported a position in Sun Life Financial in Q2 2013 and has held it in 50 quarters since.
Pinnacle Associates's Sun Life Financial position peaked at $2.92M in Q2 2014.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.