Private Wealth Management Group’s Sun Life Financial SLF Stock Holding History

Private Wealth Management 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	–	Sell	-797	Closed	-$49.7K	–	1540
2025 Q4	$49.7K	Hold	797	–	–	0.01%	195
2025 Q3	$47.8K	Hold	797	–	–	0.01%	197
2025 Q2	$53K	Hold	797	–	–	0.02%	164
2025 Q1	$45.6K	Hold	797	–	–	0.02%	179
2024 Q4	$47.3K	Hold	797	–	–	0.02%	171
2024 Q3	$46.2K	Hold	797	–	–	0.02%	170
2024 Q2	$39K	Hold	797	–	–	0.02%	182
2024 Q1	$43.5K	Hold	797	–	–	0.02%	173
2023 Q4	$41.3K	Buy	+797	New	+$39.2K	0.02%	178

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Private Wealth Management Group's SLF Position: Q1 2026 in Review

Private Wealth Management Group sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 797 shares — an estimated $49.7K sold.

Private Wealth Management Group first reported a position in SLF in Q4 2023 and held it in 9 quarters. The position peaked at $53K in Q2 2025. 452 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Private Wealth Management Group reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 797 Sun Life Financial shares in Q1 2026, an estimated $49.7K.
Private Wealth Management Group first reported a position in Sun Life Financial in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Sun Life Financial position peaked at $53K in Q2 2025.
452 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.