Tacita Capital’s Sun Life Financial SLF Stock Holding History

Tacita 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	$454K	Buy	7,263 +91	+1%	+$5.82K	0.27%	59
2025 Q4	$448K	Buy	7,172 +2,438	+51%	+$147K	0.26%	64
2025 Q3	$284K	Buy	4,734 +3,874	+450%	+$233K	0.17%	72
2025 Q2	$57.2K	Buy	+860	New	+$52.7K	0.04%	124
2024 Q3	–	Sell	-275	Closed	-$13.5K	–	208
2024 Q2	$13.5K	Hold	275	–	–	0.01%	184
2024 Q1	$15K	Hold	275	–	–	0.01%	186
2023 Q4	$14.3K	Hold	275	–	–	0.01%	190
2023 Q3	$13.5K	Hold	275	–	–	0.01%	178
2023 Q2	$14K	Hold	275	–	–	0.01%	172
2023 Q1	$13K	Hold	275	–	–	0.01%	170
2022 Q4	$13K	Hold	275	–	–	0.01%	182
2022 Q3	$11K	Hold	275	–	–	0.01%	180
2022 Q2	$13K	Sell	275 -6,820	-96%	-$340K	0.01%	181
2022 Q1	$397K	Sell	7,095 -3,000	-30%	-$165K	0.23%	60
2021 Q4	$562K	Sell	10,095 -325	-3%	-$18K	0.32%	54
2021 Q3	$533K	Hold	10,420	–	–	0.33%	52
2021 Q2	$537K	Sell	10,420 -680	-6%	-$35.9K	0.32%	52
2021 Q1	$561K	Buy	11,100 +330	+3%	+$16.2K	0.36%	53
2020 Q4	$478K	Buy	+10,770	New	+$466K	0.31%	60

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

Tacita Capital's SLF Position: Q1 2026 in Review

Tacita Capital increased its Sun Life Financial (SLF) stake by 1.3% in Q1 2026, buying an estimated $5.82K and bringing the position to 7,263 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #59.

Tacita Capital first reported a position in SLF in Q4 2020 and has held it in 19 quarters since. The position peaked at $562K in Q4 2021. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Tacita Capital held 7,263 shares of Sun Life Financial worth $454K as of Q1 2026.
Tacita Capital bought 91 Sun Life Financial shares in Q1 2026, an estimated $5.82K.
Sun Life Financial made up 0.27% of Tacita Capital's portfolio in Q1 2026, its #59 holding.
Tacita Capital first reported a position in Sun Life Financial in Q4 2020 and has held it in 19 quarters since.
Tacita Capital's Sun Life Financial position peaked at $562K in Q4 2021.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.