Smartleaf Asset Management’s Sun Life Financial SLF Stock Holding History

Smartleaf Asset Management’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	$84.2K	Sell	1,359 -64	-4%	-$4.09K	﹤0.01%	1209
2025 Q4	$89.2K	Buy	1,423 +835	+142%	+$50.4K	﹤0.01%	1259
2025 Q3	$34.9K	Buy	588 +381	+184%	+$22.9K	﹤0.01%	1567
2025 Q2	$13.6K	Sell	207 -124	-37%	-$7.6K	﹤0.01%	1713
2025 Q1	$18.7K	Hold	331	–	–	﹤0.01%	1635
2024 Q4	$19.6K	Buy	331 +147	+80%	+$8.67K	﹤0.01%	1655
2024 Q3	$10.6K	Buy	+184	New	+$9.62K	﹤0.01%	1714

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

Smartleaf Asset Management's SLF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Sun Life Financial (SLF) stake by 4.5% in Q1 2026, selling an estimated $4.09K and leaving 1,359 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Smartleaf Asset Management first reported a position in SLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $89.2K in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Smartleaf Asset Management held 1,359 shares of Sun Life Financial worth $84.2K as of Q1 2026.
Smartleaf Asset Management sold 64 Sun Life Financial shares in Q1 2026, an estimated $4.09K.
Sun Life Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1209 holding.
Smartleaf Asset Management first reported a position in Sun Life Financial in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Sun Life Financial position peaked at $89.2K in Q4 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.