TFB Advisors’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7,000
Closed -$437K 288
2025
Q4
$437K Hold
7,000
0.12% 179
2025
Q3
$437K Hold
7,000
0.13% 179
2025
Q2
$465K Hold
7,000
0.12% 193
2025
Q1
$401K Hold
7,000
0.12% 202
2024
Q4
$415K Hold
7,000
0.12% 191
2024
Q3
$406K Hold
7,000
0.12% 192
2024
Q2
$343K Sell
7,000
-506
-7% -$25.7K 0.11% 199
2024
Q1
$386K Buy
+7,506
New +$397K 0.14% 165

Other funds holding SLF

TFB Advisors's SLF Position: Q1 2026 in Review

TFB Advisors sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 7,000 shares — an estimated $437K sold.

TFB Advisors first reported a position in SLF in Q1 2024 and held it in 8 quarters. The position peaked at $465K in Q2 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • TFB Advisors reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 7,000 Sun Life Financial shares in Q1 2026, an estimated $437K.
  • TFB Advisors first reported a position in Sun Life Financial in Q1 2024 and held it in 8 quarters.
  • TFB Advisors's Sun Life Financial position peaked at $465K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.