Syon Capital’s Sun Life Financial SLF Stock Holding History

Syon Capital’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	$817K	Sell	13,067 -138	-1%	-$8.82K	0.04%	370
2025 Q4	$824K	Buy	13,205 +1,149	+10%	+$69.4K	0.04%	369
2025 Q3	$724K	Buy	12,056 +3,249	+37%	+$195K	0.04%	352
2025 Q2	$585K	Buy	8,807 +355	+4%	+$21.8K	0.04%	325
2025 Q1	$484K	Buy	8,452 +1,434	+20%	+$81.7K	0.04%	321
2024 Q4	$416K	Buy	7,018 +57	+0.8%	+$3.36K	0.04%	327
2024 Q3	$404K	Sell	6,961 -662	-9%	-$34.6K	0.04%	319
2024 Q2	$373K	Buy	7,623 +324	+4%	+$16.4K	0.03%	311
2024 Q1	$398K	Sell	7,299 -7,147	-49%	-$378K	0.04%	305
2023 Q4	$749K	Buy	14,446 +9,581	+197%	+$472K	0.03%	316
2023 Q3	$237K	Buy	+4,865	New	+$244K	0.03%	322

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

Syon Capital's SLF Position: Q1 2026 in Review

Syon Capital reduced its Sun Life Financial (SLF) stake by 1% in Q1 2026, selling an estimated $8.82K and leaving 13,067 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #370.

Syon Capital first reported a position in SLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $824K in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Syon Capital held 13,067 shares of Sun Life Financial worth $817K as of Q1 2026.
Syon Capital sold 138 Sun Life Financial shares in Q1 2026, an estimated $8.82K.
Sun Life Financial made up 0.04% of Syon Capital's portfolio in Q1 2026, its #370 holding.
Syon Capital first reported a position in Sun Life Financial in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Sun Life Financial position peaked at $824K in Q4 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.