Stonebridge Capital Management’s Sun Life Financial SLF Stock Holding History

Stonebridge Capital 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	$313K	Buy	+5,000	New	+$320K	0.14%	64
2025 Q2	$332K	Hold	5,000	–	–	0.13%	72
2025 Q1	$286K	Hold	5,000	–	–	0.12%	71
2024 Q4	$297K	Hold	5,000	–	–	0.12%	69
2024 Q3	$290K	Hold	5,000	–	–	0.12%	70
2024 Q2	$245K	Hold	5,000	–	–	0.1%	71
2024 Q1	$273K	Sell	5,000 -845	-14%	-$44.7K	0.12%	69
2023 Q4	$303K	Sell	5,845 -195	-3%	-$9.6K	0.15%	68
2023 Q3	$295K	Hold	6,040	–	–	0.16%	65
2023 Q2	$315K	Hold	6,040	–	–	0.15%	75
2023 Q1	$282K	Hold	6,040	–	–	0.14%	80
2022 Q4	$280K	Sell	6,040 -235	-4%	-$10.4K	0.13%	83
2022 Q3	$249K	Hold	6,275	–	–	0.13%	85
2022 Q2	$287K	Hold	6,275	–	–	0.13%	85
2022 Q1	$350K	Hold	6,275	–	–	0.13%	82
2021 Q4	$349K	Hold	6,275	–	–	0.12%	84
2021 Q3	$323K	Hold	6,275	–	–	0.12%	84
2021 Q2	$323K	Hold	6,275	–	–	0.12%	85
2021 Q1	$317K	Hold	6,275	–	–	0.12%	83
2020 Q4	$279K	Hold	6,275	–	–	0.12%	85
2020 Q3	$256K	Hold	6,275	–	–	0.12%	84
2020 Q2	$226K	Hold	6,275	–	–	0.12%	89
2020 Q1	$201K	Hold	6,275	–	–	0.11%	96
2019 Q4	$286K	Sell	6,275 -225	-3%	-$10.1K	0.13%	90
2019 Q3	$291K	Hold	6,500	–	–	0.13%	87
2019 Q2	$269K	Hold	6,500	–	–	0.11%	103
2019 Q1	$250K	Hold	6,500	–	–	0.09%	119
2018 Q4	$216K	Hold	6,500	–	–	0.09%	117
2018 Q3	$258K	Hold	6,500	–	–	0.09%	111
2018 Q2	$260K	Hold	6,500	–	–	0.09%	108
2018 Q1	$263K	Hold	6,500	–	–	0.1%	106
2017 Q4	$273K	Hold	6,500	–	–	0.1%	110
2017 Q3	$259K	Hold	6,500	–	–	0.1%	116
2017 Q2	$232K	Hold	6,500	–	–	0.09%	120
2017 Q1	$238K	Hold	6,500	–	–	0.1%	111
2016 Q4	$250K	Hold	6,500	–	–	0.11%	101
2016 Q3	$212K	Hold	6,500	–	–	0.09%	110
2016 Q2	$213K	Hold	6,500	–	–	0.1%	105
2016 Q1	$210K	Hold	6,500	–	–	0.09%	142
2015 Q4	$203K	Hold	6,500	–	–	0.09%	152
2015 Q3	$210K	Hold	6,500	–	–	0.09%	144
2015 Q2	$217K	Hold	6,500	–	–	0.09%	148
2015 Q1	$200K	Hold	6,500	–	–	0.08%	159
2014 Q4	$234K	Hold	6,500	–	–	0.09%	157
2014 Q3	$236K	Hold	6,500	–	–	0.09%	156
2014 Q2	$239K	Hold	6,500	–	–	0.09%	163
2014 Q1	$225K	Hold	6,500	–	–	0.09%	160
2013 Q4	$230K	Hold	6,500	–	–	0.09%	163
2013 Q3	$208K	Buy	+6,500	New	+$207K	0.09%	160

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

Stonebridge Capital Management's SLF Position: Q1 2026 in Review

Stonebridge Capital Management opened a new position in Sun Life Financial (SLF) in Q1 2026: 5,000 shares worth $313K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings. This is a return to the name: Stonebridge Capital Management previously reported a position in SLF as recently as Q2 2025.

Stonebridge Capital Management first reported a position in SLF in Q3 2013 and has held it in 49 quarters since. The position peaked at $350K in Q1 2022. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Stonebridge Capital Management held 5,000 shares of Sun Life Financial worth $313K as of Q1 2026.
Sun Life Financial was a new Stonebridge Capital Management position in Q1 2026.
Sun Life Financial made up 0.14% of Stonebridge Capital Management's portfolio in Q1 2026, its #64 holding.
Stonebridge Capital Management first reported a position in Sun Life Financial in Q3 2013 and has held it in 49 quarters since.
Stonebridge Capital Management's Sun Life Financial position peaked at $350K in Q1 2022.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Stonebridge Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.