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Rathbones Group’s Sun Life Financial SLF Stock Holding History

Rathbones 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 		$809K Buy
12,950
+235
+2% +$15K ﹤0.01% 393
2025
Q4 		$795K Hold
12,715
– – ﹤0.01% 393
2025
Q3 		$764K Buy
12,715
+379
+3% +$22.8K ﹤0.01% 386
2025
Q2 		$819K Sell
12,336
-305
-2% -$18.7K ﹤0.01% 362
2025
Q1 		$723K Sell
12,641
-749
-6% -$42.7K ﹤0.01% 364
2024
Q4 		$795K Sell
13,390
-53
-0.4% -$3.13K ﹤0.01% 356
2024
Q3 		$781K Sell
13,443
-1,662
-11% -$86.9K ﹤0.01% 357
2024
Q2 		$740K Buy
15,105
+10,625
+237% +$539K ﹤0.01% 359
2024
Q1 		$245K Sell
4,480
-10,960
-71% -$580K ﹤0.01% 523
2023
Q4 		$805K Sell
15,440
-291
-2% -$14.3K 0.01% 335
2023
Q3 		$771K Buy
15,731
+10,900
+226% +$546K 0.01% 341
2023
Q2 		$252K Sell
4,831
-274
-5% -$13.5K ﹤0.01% 351
2023
Q1 		$238K Hold
5,105
– – ﹤0.01% 361
2022
Q4 		$237K Hold
5,105
– – ﹤0.01% 356
2022
Q3 		$204K Buy
+5,105
New +$229K ﹤0.01% 372
2022
Q2 		– Sell
-4,334
Closed -$242K – 443
2022
Q1 		$242K Buy
4,334
+344
+9% +$18.9K ﹤0.01% 379
2021
Q4 		$222K Hold
3,990
– – ﹤0.01% 388
2021
Q3 		$205K Hold
3,990
– – ﹤0.01% 394
2021
Q2 		$206K Sell
3,990
-143
-3% -$7.55K ﹤0.01% 397
2021
Q1 		$209K Buy
+4,133
New +$202K ﹤0.01% 373

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

Rathbones Group's SLF Position: Q1 2026 in Review

Rathbones Group increased its Sun Life Financial (SLF) stake by 1.8% in Q1 2026, buying an estimated $15K and bringing the position to 12,950 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Rathbones Group first reported a position in SLF in Q1 2021 and has held it in 20 quarters since. The position peaked at $819K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Rathbones Group held 12,950 shares of Sun Life Financial worth $809K as of Q1 2026.
  • Rathbones Group bought 235 Sun Life Financial shares in Q1 2026, an estimated $15K.
  • Sun Life Financial made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #393 holding.
  • Rathbones Group first reported a position in Sun Life Financial in Q1 2021 and has held it in 20 quarters since.
  • Rathbones Group's Sun Life Financial position peaked at $819K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.