SimplyRich’s Sun Life Financial SLF Stock Holding History

SimplyRich’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	$657K	Hold	10,505	–	–	0.17%	116
2025 Q4	$655K	Buy	10,505 +2,473	+31%	+$149K	0.17%	112
2025 Q3	$482K	Buy	8,032 +66	+0.8%	+$3.97K	0.13%	138
2025 Q2	$529K	Buy	7,966 +252	+3%	+$15.5K	0.15%	133
2025 Q1	$441K	Hold	7,714	–	–	0.13%	150
2024 Q4	$457K	Buy	7,714 +55	+0.7%	+$3.25K	0.13%	138
2024 Q3	$444K	Buy	7,659 +3,185	+71%	+$166K	0.12%	140
2024 Q2	$219K	Hold	4,474	–	–	0.07%	172
2024 Q1	$245K	Hold	4,474	–	–	0.08%	169
2023 Q4	$232K	Sell	4,474 -7	-0.2%	-$344	0.08%	161
2023 Q3	$218K	Hold	4,481	–	–	0.11%	139
2023 Q2	$233K	Hold	4,481	–	–	0.08%	166
2023 Q1	$209K	Sell	4,481 -66	-1%	-$3.18K	0.08%	169
2022 Q4	$211K	Buy	+4,547	New	+$201K	0.08%	165

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

SimplyRich's SLF Position: Q1 2026 in Review

SimplyRich held its Sun Life Financial (SLF) position steady in Q1 2026 at 10,505 shares worth $657K. The position accounts for 0.17% of the portfolio, ranked #116.

SimplyRich first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

SimplyRich held 10,505 shares of Sun Life Financial worth $657K as of Q1 2026.
SimplyRich left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.17% of SimplyRich's portfolio in Q1 2026, its #116 holding.
SimplyRich first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.