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Root Financial Partners’s Sun Life Financial SLF Stock Holding History

Root Financial Partners’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 		$2.19K Buy
35
+12
+52% +$767 ﹤0.01% 2277
2025
Q4 		$1.44K Buy
+23
New +$1.39K ﹤0.01% 2043

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

Root Financial Partners's SLF Position: Q1 2026 in Review

Root Financial Partners increased its Sun Life Financial (SLF) stake by 52% in Q1 2026, buying an estimated $767 and bringing the position to 35 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Root Financial Partners first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Root Financial Partners held 35 shares of Sun Life Financial worth $2.19K as of Q1 2026.
  • Root Financial Partners bought 12 Sun Life Financial shares in Q1 2026, an estimated $767.
  • Sun Life Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2277 holding.
  • Root Financial Partners first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.