SHIM
SLF icon

Stone House Investment Management’s Sun Life Financial SLF Stock Holding History

Stone House Investment 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 		$1K Buy
16
+4
+33% +$256 ﹤0.01% 696
2025
Q4 		$749 Hold
12
– – ﹤0.01% 677
2025
Q3 		$720 Buy
+12
New +$722 ﹤0.01% 597

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

Stone House Investment Management's SLF Position: Q1 2026 in Review

Stone House Investment Management increased its Sun Life Financial (SLF) stake by 33% in Q1 2026, buying an estimated $256 and bringing the position to 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Stone House Investment Management first reported a position in SLF in Q3 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Stone House Investment Management held 16 shares of Sun Life Financial worth $1K as of Q1 2026.
  • Stone House Investment Management bought 4 Sun Life Financial shares in Q1 2026, an estimated $256.
  • Sun Life Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #696 holding.
  • Stone House Investment Management first reported a position in Sun Life Financial in Q3 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.