QP
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Quilter Plc’s Sun Life Financial SLF Stock Holding History

Quilter Plc’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 		$770K Sell
8,841
-115
-1% -$7.35K 0.01% 98
2025
Q4 		$559K Buy
8,956
+2,070
+30% +$125K 0.01% 105
2025
Q3 		$413K Hold
6,886
– – 0.01% 108
2025
Q2 		$458K Sell
6,886
-2,305
-25% -$141K 0.01% 106
2025
Q1 		$526K Sell
9,191
-100
-1% -$5.7K 0.01% 105
2024
Q4 		$551K Sell
9,291
-1,000
-10% -$59K 0.01% 104
2024
Q3 		$597K Sell
10,291
-350
-3% -$18.3K 0.01% 104
2024
Q2 		$522K Sell
10,641
-1,000
-9% -$50.7K 0.01% 104
2024
Q1 		$635K Sell
11,641
-1,000
-8% -$52.9K 0.02% 102
2023
Q4 		$650K Hold
12,641
– – 0.02% 91
2023
Q3 		$9.29M Hold
12,641
– – 0.04% 94
2023
Q2 		$9.47M Buy
12,641
+1,206
+11% +$59.3K 0.04% 95
2023
Q1 		$8.4M Sell
11,435
-965
-8% -$46.5K 0.03% 91
2022
Q4 		$576K Buy
12,400
+100
+0.8% +$4.42K 0.02% 100
2022
Q3 		$488K Sell
12,300
-58
-0.5% -$2.6K 0.02% 101
2022
Q2 		$566K Sell
12,358
-520
-4% -$25.9K 0.02% 99
2022
Q1 		$719K Sell
12,878
-50
-0.4% -$2.75K 0.02% 99
2021
Q4 		$720K Sell
12,928
-1,138
-8% -$62.9K 0.02% 101
2021
Q3 		$724K Sell
14,066
-25
-0.2% -$1.29K 0.02% 153
2021
Q2 		$727K Sell
14,091
-890
-6% -$47K 0.02% 151
2021
Q1 		$757K Sell
14,981
-368
-2% -$18K 0.02% 161
2020
Q4 		$683K Hold
15,349
– – 0.02% 140
2020
Q3 		$625K Hold
15,349
– – 0.02% 134
2020
Q2 		$564K Sell
15,349
-1,062
-6% -$36.5K 0.03% 136
2020
Q1 		$528K Hold
16,411
– – 0.03% 125
2019
Q4 		$748K Buy
+16,411
New +$738K 0.04% 124

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

Quilter Plc's SLF Position: Q1 2026 in Review

Quilter Plc reduced its Sun Life Financial (SLF) stake by 1.3% in Q1 2026, selling an estimated $7.35K and leaving 8,841 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #98.

Quilter Plc first reported a position in SLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.47M in Q2 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Quilter Plc held 8,841 shares of Sun Life Financial worth $770K as of Q1 2026.
  • Quilter Plc sold 115 Sun Life Financial shares in Q1 2026, an estimated $7.35K.
  • Sun Life Financial made up 0.01% of Quilter Plc's portfolio in Q1 2026, its #98 holding.
  • Quilter Plc first reported a position in Sun Life Financial in Q4 2019 and has held it in 26 quarters since.
  • Quilter Plc's Sun Life Financial position peaked at $9.47M in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.