Running Point Capital Advisors’s Sun Life Financial SLF Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$368K	Hold	5,901	–	–	0.1%	100
2025 Q3	$354K	Hold	5,901	–	–	0.09%	102
2025 Q2	$392K	Sell	5,901 -36	-0.6%	-$2.21K	0.11%	90
2025 Q1	$340K	Buy	5,937 +364	+7%	+$20.7K	0.11%	92
2024 Q4	$331K	Hold	5,573	–	–	0.11%	84
2024 Q3	$323K	Hold	5,573	–	–	0.12%	75
2024 Q2	$273K	Hold	5,573	–	–	0.11%	78
2024 Q1	$304K	Buy	5,573 +114	+2%	+$6.03K	0.14%	76
2023 Q4	$283K	Buy	5,459 +21	+0.4%	+$1.03K	0.14%	81
2023 Q3	$265K	Hold	5,438	–	–	0.15%	80
2023 Q2	$283K	Hold	5,438	–	–	0.16%	78
2023 Q1	$254K	Hold	5,438	–	–	0.15%	81
2022 Q4	$252K	Buy	5,438 +260	+5%	+$11.5K	0.16%	84
2022 Q3	$206K	Sell	5,178 -188	-4%	-$8.43K	0.14%	92
2022 Q2	$246K	Buy	5,366 +109	+2%	+$5.43K	0.16%	79
2022 Q1	$293K	Buy	5,257 +62	+1%	+$3.42K	0.17%	71
2021 Q4	$289K	Buy	5,195 +19	+0.4%	+$1.05K	0.17%	62
2021 Q3	$266K	Hold	5,176	–	–	0.12%	89
2021 Q2	$267K	Buy	5,176 +19	+0.4%	+$1K	0.12%	83
2021 Q1	$261K	Hold	5,157	–	–	0.14%	71
2020 Q4	$229K	Buy	+5,157	New	+$223K	0.13%	69

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Running Point Capital Advisors's SLF Position: Q4 2025 in Review

Running Point Capital Advisors held its Sun Life Financial (SLF) position steady in Q4 2025 at 5,901 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #100.

Running Point Capital Advisors first reported a position in SLF in Q4 2020 and has held it in 21 quarters since. The position peaked at $392K in Q2 2025. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Running Point Capital Advisors held 5,901 shares of Sun Life Financial worth $368K as of Q4 2025.
Running Point Capital Advisors left its Sun Life Financial share count unchanged in Q4 2025.
Sun Life Financial made up 0.1% of Running Point Capital Advisors's portfolio in Q4 2025, its #100 holding.
Running Point Capital Advisors first reported a position in Sun Life Financial in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's Sun Life Financial position peaked at $392K in Q2 2025.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.