Systematic Alpha Investments’s Sun Life Financial SLF Stock Holding History

Systematic Alpha Investments’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	$15.7M	Hold	250,808	–	–	0.55%	35
2025 Q4	$15.7M	Hold	250,808	–	–	0.49%	37
2025 Q3	$15.1M	Hold	250,808	–	–	0.5%	39
2025 Q2	$16.7M	Hold	250,808	–	–	0.59%	36
2025 Q1	$14.4M	Hold	250,808	–	–	0.55%	37
2024 Q4	$14.9M	Hold	250,808	–	–	0.55%	38
2024 Q3	$14.6M	Hold	250,808	–	–	0.53%	39
2024 Q2	$12.3M	Hold	250,808	–	–	0.47%	41
2024 Q1	$13.7M	Hold	250,808	–	–	0.55%	37
2023 Q4	$13M	Hold	250,808	–	–	0.58%	37
2023 Q3	$12.2M	Hold	250,808	–	–	0.61%	38
2023 Q2	$13.1M	Hold	250,808	–	–	0.63%	38
2023 Q1	$11.7M	Hold	250,808	–	–	0.62%	40
2022 Q4	$11.6M	Hold	250,808	–	–	0.59%	40
2022 Q3	$9.97M	Hold	250,808	–	–	0.6%	40
2022 Q2	$11.5M	Hold	250,808	–	–	0.65%	37
2022 Q1	$14M	Hold	250,808	–	–	0.68%	37
2021 Q4	$14M	Hold	250,808	–	–	0.65%	37
2021 Q3	$14.3M	Hold	250,808	–	–	0.63%	38
2021 Q2	$13.2M	Hold	250,808	–	–	0.6%	39
2021 Q1	$12.7M	Buy	250,808 +78,000	+45%	+$3.82M	0.81%	34
2020 Q4	$7.68M	Buy	+172,808	New	+$7.48M	0.84%	39

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

Systematic Alpha Investments's SLF Position: Q1 2026 in Review

Systematic Alpha Investments held its Sun Life Financial (SLF) position steady in Q1 2026 at 250,808 shares worth $15.7M. The position accounts for 0.55% of the portfolio, ranked #35.

Systematic Alpha Investments first reported a position in SLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.7M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Systematic Alpha Investments held 250,808 shares of Sun Life Financial worth $15.7M as of Q1 2026.
Systematic Alpha Investments left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.55% of Systematic Alpha Investments's portfolio in Q1 2026, its #35 holding.
Systematic Alpha Investments first reported a position in Sun Life Financial in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Sun Life Financial position peaked at $16.7M in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.