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Triasima Portfolio Management’s Sun Life Financial SLF Stock Holding History

Triasima Portfolio Management’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
2025
Q3 		– Sell
-54,630
Closed -$3.63M – 172
2025
Q2 		$3.63M Sell
54,630
-15,400
-22% -$944K 0.66% 60
2025
Q1 		$4.01M Buy
70,030
+22,130
+46% +$1.26M 0.79% 43
2024
Q4 		$2.84M Buy
47,900
+250
+0.5% +$14.8K 0.55% 60
2024
Q3 		$2.76M Buy
47,650
+5,310
+13% +$278K 0.62% 52
2024
Q2 		$2.08M Sell
42,340
-566,420
-93% -$28.7M 0.19% 76
2024
Q1 		$33.2M Sell
608,760
-68,800
-10% -$3.64M 2.79% 8
2023
Q4 		$35.2M Buy
677,560
+960
+0.1% +$47.2K 2.91% 9
2023
Q3 		$33.2M Buy
676,600
+408,765
+153% +$20.5M 3.04% 10
2023
Q2 		$18.5M Buy
267,835
+34,881
+15% +$1.71M 1.17% 30
2023
Q1 		$10.9M Buy
232,954
+96,224
+70% +$4.63M 0.9% 35
2022
Q4 		$6.34M Sell
136,730
-9,175
-6% -$406K 0.49% 37
2022
Q3 		$5.8M Sell
145,905
-305,300
-68% -$13.7M 0.47% 38
2022
Q2 		$20.7M Sell
451,205
-337,800
-43% -$16.8M 1.46% 22
2022
Q1 		$44.1M Buy
789,005
+103,975
+15% +$5.73M 2.12% 15
2021
Q4 		$38M Sell
685,030
-32,620
-5% -$1.8M 1.84% 16
2021
Q3 		$37M Sell
717,650
-24,200
-3% -$1.24M 1.97% 14
2021
Q2 		$38.3M Buy
741,850
+1,490
+0.2% +$78.7K 1.87% 13
2021
Q1 		$37.4M Buy
740,360
+9,000
+1% +$441K 1.89% 15
2020
Q4 		$32.5M Buy
+731,360
New +$31.7M 1.85% 17

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Triasima Portfolio Management's SLF Position: Q3 2025 in Review

Triasima Portfolio Management sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 54,630 shares — an estimated $3.63M sold.

Triasima Portfolio Management first reported a position in SLF in Q4 2020 and held it in 19 quarters. The position peaked at $44.1M in Q1 2022. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Triasima Portfolio Management reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 54,630 Sun Life Financial shares in Q3 2025, an estimated $3.63M.
  • Triasima Portfolio Management first reported a position in Sun Life Financial in Q4 2020 and held it in 19 quarters.
  • Triasima Portfolio Management's Sun Life Financial position peaked at $44.1M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Triasima Portfolio Management's 13F filing for Q3 2025, filed 29 Oct 2025.