Tidal Investments’s Sun Life Financial SLF Stock Holding History

Tidal 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 Q3	–	Sell	-5,229	Closed	-$410K	–	2848
2026 Q2	$410K	Sell	5,229 -3,328	-39%	-$239K	﹤0.01%	2175
2026 Q1	$535K	Buy	8,557 +2,683	+46%	+$172K	﹤0.01%	1797
2025 Q4	$367K	Sell	5,874 -2,287	-28%	-$138K	﹤0.01%	1785
2025 Q3	$490K	Buy	+8,161	New	+$491K	﹤0.01%	1582
2025 Q2	–	Sell	-4,829	Closed	-$277K	–	2052
2025 Q1	$277K	Sell	4,829 -318	-6%	-$18.1K	﹤0.01%	1576
2024 Q4	$305K	Buy	5,147 +222	+5%	+$13.1K	﹤0.01%	1587
2024 Q3	$286K	Buy	+4,925	New	+$257K	﹤0.01%	1619

Other funds holding SLF

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Tidal Investments's SLF Position: Q3 2026 in Review

Tidal Investments sold out of Sun Life Financial (SLF) in Q3 2026, closing a stake of 5,229 shares — an estimated $410K sold.

Tidal Investments first reported a position in SLF in Q3 2024 and held it in 7 quarters. The position peaked at $535K in Q1 2026. 413 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Tidal Investments reported no remaining Sun Life Financial position as of Q3 2026 after selling out during the quarter.
Tidal Investments sold 5,229 Sun Life Financial shares in Q3 2026, an estimated $410K.
Tidal Investments first reported a position in Sun Life Financial in Q3 2024 and held it in 7 quarters.
Tidal Investments's Sun Life Financial position peaked at $535K in Q1 2026.
413 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Tidal Investments's 13F filing for Q3 2026, filed 13 Nov 2026.