Raymond James Financial’s Sun Life Financial SLF Stock Holding History

Raymond James Financial’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	$4.42M	Sell	70,707 -10,838	-13%	-$693K	﹤0.01%	2692
2025 Q4	$5.09M	Buy	81,545 +9,285	+13%	+$561K	﹤0.01%	2501
2025 Q3	$4.34M	Buy	72,260 +4,448	+7%	+$268K	﹤0.01%	2563
2025 Q2	$4.51M	Buy	67,812 +2,538	+4%	+$156K	﹤0.01%	2447
2025 Q1	$3.74M	Sell	65,274 -3,383	-5%	-$193K	﹤0.01%	2520
2024 Q4	$4.07M	Buy	+68,657	New	+$4.05M	﹤0.01%	2449

Other funds holding SLF

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Raymond James Financial's SLF Position: Q1 2026 in Review

Raymond James Financial reduced its Sun Life Financial (SLF) stake by 13% in Q1 2026, selling an estimated $693K and leaving 70,707 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Raymond James Financial first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.09M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Raymond James Financial held 70,707 shares of Sun Life Financial worth $4.42M as of Q1 2026.
Raymond James Financial sold 10,838 Sun Life Financial shares in Q1 2026, an estimated $693K.
Sun Life Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2692 holding.
Raymond James Financial first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Sun Life Financial position peaked at $5.09M in Q4 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.