Pinnacle Wealth Planning Services’s Sun Life Financial SLF Stock Holding History

Pinnacle Wealth Planning Services’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	$107K	Sell	1,708 -306	-15%	-$19.6K	0.01%	764
2025 Q4	$126K	Buy	+2,014	New	+$122K	0.01%	667
2024 Q4	–	Sell	-5,143	Closed	-$298K	–	538
2024 Q3	$298K	Hold	5,143	–	–	0.04%	308
2024 Q2	$252K	Hold	5,143	–	–	0.04%	341
2024 Q1	$281K	Hold	5,143	–	–	0.04%	318
2023 Q4	$267K	Buy	5,143 +46	+0.9%	+$2.26K	0.04%	305
2023 Q3	$249K	Hold	5,097	–	–	0.04%	300
2023 Q2	$266K	Sell	5,097 -1	-0%	-$49	0.04%	290
2023 Q1	$238K	Hold	5,098	–	–	0.04%	324
2022 Q4	$237K	Buy	+5,098	New	+$226K	0.04%	315
2021 Q1	–	Sell	-2,443	Closed	-$109K	–	1683
2020 Q4	$109K	Buy	+2,443	New	+$106K	0.03%	437

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 Wealth Planning Services's SLF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sun Life Financial (SLF) stake by 15% in Q1 2026, selling an estimated $19.6K and leaving 1,708 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #764.

Pinnacle Wealth Planning Services first reported a position in SLF in Q4 2020 and has held it in 11 quarters since. The position peaked at $298K in Q3 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Pinnacle Wealth Planning Services held 1,708 shares of Sun Life Financial worth $107K as of Q1 2026.
Pinnacle Wealth Planning Services sold 306 Sun Life Financial shares in Q1 2026, an estimated $19.6K.
Sun Life Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #764 holding.
Pinnacle Wealth Planning Services first reported a position in Sun Life Financial in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Sun Life Financial position peaked at $298K in Q3 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.