SRH Advisors’s Sun Life Financial SLF Stock Holding History

SRH 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
2026 Q1	$31.3K	Hold	500	–	–	0.01%	158
2025 Q4	$31.2K	Hold	500	–	–	0.01%	160
2025 Q3	$30K	Hold	500	–	–	0.01%	156
2025 Q2	$33.2K	Hold	500	–	–	0.01%	149
2025 Q1	$28.6K	Hold	500	–	–	0.01%	149
2024 Q4	$29.7K	Hold	500	–	–	0.01%	148
2024 Q3	$29K	Hold	500	–	–	0.01%	151
2024 Q2	$24.5K	Hold	500	–	–	0.01%	157
2024 Q1	$27.3K	Hold	500	–	–	0.01%	153
2023 Q4	$25.9K	Hold	500	–	–	0.01%	153
2023 Q3	$24.4K	Hold	500	–	–	0.01%	148
2023 Q2	$23.4K	Hold	500	–	–	0.01%	149
2023 Q1	$23K	Hold	500	–	–	0.01%	151
2022 Q4	$23K	Hold	500	–	–	0.01%	149
2022 Q3	$20K	Hold	500	–	–	0.03%	166
2022 Q2	$23K	Hold	500	–	–	0.03%	156
2022 Q1	$28K	Hold	500	–	–	0.03%	152
2021 Q4	$28K	Hold	500	–	–	0.03%	153
2021 Q3	$26K	Hold	500	–	–	0.03%	155
2021 Q2	$26K	Hold	500	–	–	0.03%	156
2021 Q1	$25K	Hold	500	–	–	0.04%	151
2020 Q4	$22K	Hold	500	–	–	0.04%	152
2020 Q3	$20K	Hold	500	–	–	0.04%	144
2020 Q2	$18K	Hold	500	–	–	0.04%	133
2020 Q1	$16K	Hold	500	–	–	0.04%	128
2019 Q4	$23K	Hold	500	–	–	0.07%	116
2019 Q3	$22K	Hold	500	–	–	0.07%	117
2019 Q2	$21K	Hold	500	–	–	0.07%	121
2019 Q1	$19K	Hold	500	–	–	0.07%	120
2018 Q4	$17K	Hold	500	–	–	0.07%	125
2018 Q3	$20K	Hold	500	–	–	0.07%	141
2018 Q2	$20K	Hold	500	–	–	0.08%	130
2018 Q1	$21K	Hold	500	–	–	0.08%	110
2017 Q4	$21K	Hold	500	–	–	0.08%	106
2017 Q3	$20K	Hold	500	–	–	0.08%	105
2017 Q2	$18K	Hold	500	–	–	0.09%	88
2017 Q1	$18K	Hold	500	–	–	0.08%	87
2016 Q4	$19K	Hold	500	–	–	0.09%	88
2016 Q3	$16K	Hold	500	–	–	0.08%	85
2016 Q2	$16K	Hold	500	–	–	0.09%	87
2016 Q1	$16K	Hold	500	–	–	0.09%	88
2015 Q4	$16K	Hold	500	–	–	0.09%	88
2015 Q3	$16K	Hold	500	–	–	0.09%	85
2015 Q2	$17K	Hold	500	–	–	0.11%	88
2015 Q1	$15K	Hold	500	–	–	0.1%	81
2014 Q4	$18K	Hold	500	–	–	0.12%	79
2014 Q3	$18K	Hold	500	–	–	0.14%	76
2014 Q2	$18K	Hold	500	–	–	0.14%	74
2014 Q1	$17K	Hold	500	–	–	0.14%	74
2013 Q4	$18K	Buy	+500	New	+$17K	0.18%	73

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

SRH Advisors's SLF Position: Q1 2026 in Review

SRH Advisors held its Sun Life Financial (SLF) position steady in Q1 2026 at 500 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #158.

SRH Advisors first reported a position in SLF in Q4 2013 and has held it in 50 quarters since. The position peaked at $33.2K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

SRH Advisors held 500 shares of Sun Life Financial worth $31.3K as of Q1 2026.
SRH Advisors left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #158 holding.
SRH Advisors first reported a position in Sun Life Financial in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Sun Life Financial position peaked at $33.2K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.