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Purpose Unlimited Inc’s Sun Life Financial SLF Stock Holding History

Purpose Unlimited Inc’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 		$24M Buy
383,668
+172,507
+82% +$11M 0.99% 23
2025
Q4 		$13.2M Buy
+211,161
New +$12.8M 0.6% 31

Other funds holding SLF

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Purpose Unlimited Inc's SLF Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Sun Life Financial (SLF) stake by 82% in Q1 2026, buying an estimated $11M and bringing the position to 383,668 shares worth $24M. The position accounts for 0.99% of the portfolio, ranked #23.

Purpose Unlimited Inc first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Purpose Unlimited Inc held 383,668 shares of Sun Life Financial worth $24M as of Q1 2026.
  • Purpose Unlimited Inc bought 172,507 Sun Life Financial shares in Q1 2026, an estimated $11M.
  • Sun Life Financial made up 0.99% of Purpose Unlimited Inc's portfolio in Q1 2026, its #23 holding.
  • Purpose Unlimited Inc first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.