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Principal Securities’s Sun Life Financial SLF Stock Holding History

Principal Securities’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
-268
Closed -$16.1K – 3177
2025
Q3 		$16.1K Buy
268
+104
+63% +$6.25K ﹤0.01% 2509
2025
Q2 		$10.9K Buy
164
+29
+21% +$1.78K ﹤0.01% 2587
2025
Q1 		$8.01K Hold
135
– – ﹤0.01% 2609
2024
Q4 		$8.01K Buy
135
+64
+90% +$3.78K ﹤0.01% 2605
2024
Q3 		$4.12K Sell
71
-11
-13% -$575 ﹤0.01% 2739
2024
Q2 		$4.02K Sell
82
-5,637
-99% -$286K ﹤0.01% 2710
2024
Q1 		$312K Buy
5,719
+5,662
+9,933% +$300K 0.01% 847
2023
Q4 		$2.96K Buy
+57
New +$2.81K ﹤0.01% 2710

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Principal Securities's SLF Position: Q4 2025 in Review

Principal Securities sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 268 shares — an estimated $16.1K sold.

Principal Securities first reported a position in SLF in Q4 2023 and held it in 8 quarters. The position peaked at $312K in Q1 2024. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • Principal Securities reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 268 Sun Life Financial shares in Q4 2025, an estimated $16.1K.
  • Principal Securities first reported a position in Sun Life Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Sun Life Financial position peaked at $312K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.