TD Private Client Wealth’s Sun Life Financial SLF Stock Holding History

TD Private Client Wealth’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 Q2	$8.23K	Buy	105 +64	+156%	+$4.61K	﹤0.01%	1152
2026 Q1	$2.56K	Sell	41 -2	-5%	-$128	﹤0.01%	1271
2025 Q4	$2.68K	Buy	43 +18	+72%	+$1.09K	﹤0.01%	1233
2025 Q3	$1.5K	Hold	25	–	–	﹤0.01%	1281
2025 Q2	$1.66K	Hold	25	–	–	﹤0.01%	1247
2025 Q1	$1.43K	Buy	+25	New	+$1.43K	﹤0.01%	1239

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Private Client Wealth's SLF Position: Q2 2026 in Review

TD Private Client Wealth increased its Sun Life Financial (SLF) stake by 156% in Q2 2026, buying an estimated $4.61K and bringing the position to 105 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

TD Private Client Wealth first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

TD Private Client Wealth held 105 shares of Sun Life Financial worth $8.23K as of Q2 2026.
TD Private Client Wealth bought 64 Sun Life Financial shares in Q2 2026, an estimated $4.61K.
Sun Life Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1152 holding.
TD Private Client Wealth first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.