PAG
SLF icon

Private Advisor Group’s Sun Life Financial SLF Stock Holding History

Private Advisor Group’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 		$492K Buy
7,861
+1,731
+28% +$111K ﹤0.01% 1864
2025
Q4 		$382K Buy
6,130
+1,425
+30% +$86.1K ﹤0.01% 2002
2025
Q3 		$282K Sell
4,705
-6,165
-57% -$371K ﹤0.01% 2125
2025
Q2 		$722K Buy
10,870
+5,796
+114% +$355K ﹤0.01% 1488
2025
Q1 		$291K Sell
5,074
-3,569
-41% -$203K ﹤0.01% 1896
2024
Q4 		$513K Buy
8,643
+181
+2% +$10.7K ﹤0.01% 1556
2024
Q3 		$491K Sell
8,462
-820
-9% -$42.9K ﹤0.01% 1625
2024
Q2 		$455K Sell
9,282
-545
-6% -$27.7K ﹤0.01% 1614
2024
Q1 		$536K Buy
9,827
+68
+0.7% +$3.6K ﹤0.01% 1471
2023
Q4 		$506K Sell
9,759
-20,015
-67% -$985K ﹤0.01% 1464
2023
Q3 		$1.45M Sell
29,774
-3,142
-10% -$158K 0.01% 861
2023
Q2 		$1.73M Sell
32,916
-692
-2% -$34K 0.02% 782
2023
Q1 		$1.57M Buy
33,608
+5,038
+18% +$243K 0.02% 804
2022
Q4 		$1.04M Buy
28,570
+22,323
+357% +$988K 0.05% 354
2022
Q3 		$248K Sell
6,247
-4,151
-40% -$186K ﹤0.01% 1580
2022
Q2 		$476K Sell
10,398
-70
-0.7% -$3.49K ﹤0.01% 1440
2022
Q1 		$585K Buy
10,468
+83
+0.8% +$4.57K ﹤0.01% 1351
2021
Q4 		$578K Sell
10,385
-5,181
-33% -$286K ﹤0.01% 1387
2021
Q3 		$801K Buy
15,566
+4,836
+45% +$249K 0.01% 1306
2021
Q2 		$553K Buy
10,730
+10
+0.1% +$528 ﹤0.01% 1341
2021
Q1 		$542K Buy
10,720
+2,931
+38% +$144K 0.01% 1262
2020
Q4 		$346K Buy
7,789
+16
+0.2% +$693 ﹤0.01% 1399
2020
Q3 		$317K Sell
7,773
-30
-0.4% -$1.21K ﹤0.01% 1235
2020
Q2 		$287K Buy
+7,803
New +$268K ﹤0.01% 1225
2020
Q1 		– Sell
-10,339
Closed -$471K – 1614
2019
Q4 		$471K Buy
+10,339
New +$465K 0.01% 1065
2019
Q2 		– Sell
-7,835
Closed -$301K – 1721
2019
Q1 		$301K Sell
7,835
-383
-5% -$14.1K 0.01% 1192
2018
Q4 		$273K Buy
8,218
+535
+7% +$19.3K 0.01% 1055
2018
Q3 		$305K Buy
+7,683
New +$307K 0.01% 1216
2018
Q2 		– Sell
-5,453
Closed -$224K – 1434
2018
Q1 		$224K Buy
+5,453
New +$230K 0.01% 1016
2017
Q4 		– Sell
-7,217
Closed -$288K – 1377
2017
Q3 		$288K Sell
7,217
-134
-2% -$5.11K 0.01% 1168
2017
Q2 		$268K Sell
7,351
-911
-11% -$31.4K 0.01% 1123
2017
Q1 		$294K Sell
8,262
-2,787
-25% -$106K 0.01% 1080
2016
Q4 		$438K Buy
11,049
+2,597
+31% +$94.1K 0.01% 784
2016
Q3 		$274K Buy
8,452
+285
+3% +$9.17K 0.01% 868
2016
Q2 		$257K Sell
8,167
-215
-3% -$7.21K 0.01% 884
2016
Q1 		$271K Sell
8,382
-596
-7% -$17.5K 0.01% 800
2015
Q4 		$280K Buy
8,978
+681
+8% +$22.5K 0.01% 813
2015
Q3 		$267K Sell
8,297
-488
-6% -$15.8K 0.01% 776
2015
Q2 		$293K Buy
8,785
+365
+4% +$12K 0.01% 799
2015
Q1 		$260K Sell
8,420
-6,276
-43% -$200K 0.02% 787
2014
Q4 		$530K Buy
14,696
+385
+3% +$13.8K 0.03% 517
2014
Q3 		$519K Buy
14,311
+6,133
+75% +$230K 0.04% 510
2014
Q2 		$300K Sell
8,178
-169
-2% -$5.82K 0.03% 651
2014
Q1 		$289K Hold
8,347
– – 0.03% 584
2013
Q4 		$295K Buy
+8,347
New +$284K 0.03% 532

Other funds holding SLF

Royal Bank of Canada
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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Private Advisor Group's SLF Position: Q1 2026 in Review

Private Advisor Group increased its Sun Life Financial (SLF) stake by 28% in Q1 2026, buying an estimated $111K and bringing the position to 7,861 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Private Advisor Group first reported a position in SLF in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.73M in Q2 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Private Advisor Group held 7,861 shares of Sun Life Financial worth $492K as of Q1 2026.
  • Private Advisor Group bought 1,731 Sun Life Financial shares in Q1 2026, an estimated $111K.
  • Sun Life Financial made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1864 holding.
  • Private Advisor Group first reported a position in Sun Life Financial in Q4 2013 and has held it in 45 quarters since.
  • Private Advisor Group's Sun Life Financial position peaked at $1.73M in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.