Stifel Financial
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Stifel Financial’s Sun Life Financial SLF Stock Holding History

Stifel Financial’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 		$3.37M Buy
53,864
+395
+0.7% +$25.3K ﹤0.01% 1592
2025
Q4 		$3.34M Sell
53,469
-14,867
-22% -$898K ﹤0.01% 1574
2025
Q3 		$4.1M Buy
68,336
+1,661
+2% +$99.9K ﹤0.01% 1407
2025
Q2 		$4.43M Buy
66,675
+117
+0.2% +$7.17K ﹤0.01% 1319
2025
Q1 		$3.81M Buy
66,558
+3,318
+5% +$189K ﹤0.01% 1342
2024
Q4 		$3.75M Buy
63,240
+18,263
+41% +$1.08M ﹤0.01% 1364
2024
Q3 		$2.61M Buy
44,977
+722
+2% +$37.7K ﹤0.01% 1609
2024
Q2 		$2.17M Buy
44,255
+3,001
+7% +$152K ﹤0.01% 1668
2024
Q1 		$2.25M Buy
41,254
+2,830
+7% +$150K ﹤0.01% 1636
2023
Q4 		$1.99M Buy
38,424
+2,649
+7% +$130K ﹤0.01% 1669
2023
Q3 		$1.75M Buy
35,775
+13,219
+59% +$663K ﹤0.01% 1685
2023
Q2 		$1.18M Buy
22,556
+383
+2% +$18.8K ﹤0.01% 1980
2023
Q1 		$1.04M Buy
22,173
+702
+3% +$33.8K ﹤0.01% 2025
2022
Q4 		$997K Sell
21,471
-671
-3% -$29.7K ﹤0.01% 2010
2022
Q3 		$880K Buy
22,142
+386
+2% +$17.3K ﹤0.01% 2062
2022
Q2 		$996K Buy
21,756
+356
+2% +$17.7K ﹤0.01% 1998
2022
Q1 		$1.2M Buy
21,400
+15,815
+283% +$871K ﹤0.01% 1980
2021
Q4 		$311K Buy
5,585
+834
+18% +$46.1K ﹤0.01% 2889
2021
Q3 		$244K Buy
4,751
+99
+2% +$5.09K ﹤0.01% 3029
2021
Q2 		$240K Sell
4,652
-162
-3% -$8.56K ﹤0.01% 3041
2021
Q1 		$243K Buy
+4,814
New +$236K ﹤0.01% 2912
2020
Q4 		– Sell
-5,758
Closed -$235K – 3108
2020
Q3 		$235K Sell
5,758
-63
-1% -$2.55K ﹤0.01% 2537
2020
Q2 		$214K Buy
+5,821
New +$200K ﹤0.01% 2557
2020
Q1 		– Sell
-6,023
Closed -$278K – 3052
2019
Q4 		$278K Buy
6,023
+243
+4% +$10.9K ﹤0.01% 2575
2019
Q3 		$258K Sell
5,780
-360
-6% -$15K ﹤0.01% 2521
2019
Q2 		$252K Sell
6,140
-231,550
-97% -$9.3M ﹤0.01% 2591
2019
Q1 		$9.09M Buy
237,690
+16,858
+8% +$619K 0.03% 572
2018
Q4 		$7.33M Sell
220,832
-28,143
-11% -$1.02M 0.02% 590
2018
Q3 		$9.88M Buy
248,975
+296
+0.1% +$11.8K 0.03% 556
2018
Q2 		$9.96M Buy
248,679
+18,288
+8% +$757K 0.03% 540
2018
Q1 		$9.48M Buy
230,391
+14,773
+7% +$623K 0.03% 556
2017
Q4 		$8.88M Buy
215,618
+209,564
+3,462% +$8.35M 0.03% 570
2017
Q3 		$241K Sell
6,054
-6
-0.1% -$229 ﹤0.01% 2273
2017
Q2 		$216K Buy
6,060
+249
+4% +$8.59K ﹤0.01% 2304
2017
Q1 		$209K Buy
5,811
+102
+2% +$3.88K ﹤0.01% 2296
2016
Q4 		$219K Buy
+5,709
New +$207K ﹤0.01% 2206
2014
Q3 		– Sell
-7,777
Closed -$285K – 2314
2014
Q2 		$285K Buy
7,777
+162
+2% +$5.58K ﹤0.01% 1810
2014
Q1 		$264K Buy
+7,615
New +$262K ﹤0.01% 1795

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Stifel Financial's SLF Position: Q1 2026 in Review

Stifel Financial increased its Sun Life Financial (SLF) stake by 0.74% in Q1 2026, buying an estimated $25.3K and bringing the position to 53,864 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Stifel Financial first reported a position in SLF in Q1 2014 and has held it in 38 quarters since. The position peaked at $9.96M in Q2 2018. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Stifel Financial held 53,864 shares of Sun Life Financial worth $3.37M as of Q1 2026.
  • Stifel Financial bought 395 Sun Life Financial shares in Q1 2026, an estimated $25.3K.
  • Sun Life Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1592 holding.
  • Stifel Financial first reported a position in Sun Life Financial in Q1 2014 and has held it in 38 quarters since.
  • Stifel Financial's Sun Life Financial position peaked at $9.96M in Q2 2018.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.