Smithfield Trust’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $337K | Hold |
5,394
| – | – | 0.01% | 297 |
|
|
2025
Q4 | $337K | Hold |
5,394
| – | – | 0.01% | 287 |
|
|
2025
Q3 | $324K | Hold |
5,394
| – | – | 0.01% | 285 |
|
|
2025
Q2 | $358K | Sell |
5,394
-500
| -8% | -$30.7K | 0.02% | 264 |
|
|
2025
Q1 | $338K | Hold |
5,894
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $350K | Hold |
5,894
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $342K | Hold |
5,894
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $288K | Buy |
5,894
+500
| +9% | +$25.4K | 0.02% | 268 |
|
|
2024
Q1 | $294K | Hold |
5,394
| – | – | 0.02% | 270 |
|
|
2023
Q4 | $280K | Hold |
5,394
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $263K | Hold |
5,394
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $281K | Hold |
5,394
| – | – | 0.02% | 264 |
|
|
2023
Q1 | $252K | Hold |
5,394
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $250K | Hold |
5,394
| – | – | 0.02% | 262 |
|
|
2022
Q3 | $214K | Hold |
5,394
| – | – | 0.02% | 267 |
|
|
2022
Q2 | $247K | Hold |
5,394
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $301K | Hold |
5,394
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $300K | Hold |
5,394
| – | – | 0.02% | 263 |
|
|
2021
Q3 | $278K | Hold |
5,394
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $278K | Hold |
5,394
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $273K | Hold |
5,394
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $240K | Hold |
5,394
| – | – | 0.02% | 270 |
|
|
2020
Q3 | $220K | Hold |
5,394
| – | – | 0.02% | 267 |
|
|
2020
Q2 | $198K | Hold |
5,394
| – | – | 0.02% | 270 |
|
|
2020
Q1 | $173K | Hold |
5,394
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $246K | Hold |
5,394
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $242K | Hold |
5,394
| – | – | 0.02% | 242 |
|
|
2019
Q2 | $223K | Hold |
5,394
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $207K | Hold |
5,394
| – | – | 0.02% | 249 |
|
|
2018
Q4 | $179K | Hold |
5,394
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $214K | Hold |
5,394
| – | – | 0.02% | 275 |
|
|
2018
Q2 | $216K | Hold |
5,394
| – | – | 0.02% | 274 |
|
|
2018
Q1 | $222K | Hold |
5,394
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $223K | Hold |
5,394
| – | – | 0.03% | 259 |
|
|
2017
Q3 | $215K | Hold |
5,394
| – | – | 0.03% | 254 |
|
|
2017
Q2 | $193K | Hold |
5,394
| – | – | 0.03% | 280 |
|
|
2017
Q1 | $197K | Hold |
5,394
| – | – | 0.03% | 268 |
|
|
2016
Q4 | $207K | Buy |
+5,394
| New | +$195K | 0.03% | 275 |
|
Other funds holding SLF
VCM
Smithfield Trust's SLF Position: Q1 2026 in Review
Smithfield Trust held its Sun Life Financial (SLF) position steady in Q1 2026 at 5,394 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #297.
Smithfield Trust first reported a position in SLF in Q4 2016 and has held it in 38 quarters since. The position peaked at $358K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- Smithfield Trust held 5,394 shares of Sun Life Financial worth $337K as of Q1 2026.
- Smithfield Trust left its Sun Life Financial share count unchanged in Q1 2026.
- Sun Life Financial made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #297 holding.
- Smithfield Trust first reported a position in Sun Life Financial in Q4 2016 and has held it in 38 quarters since.
- Smithfield Trust's Sun Life Financial position peaked at $358K in Q2 2025.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.