TruNorth Capital Management’s Sun Life Financial SLF Stock Holding History

TruNorth Capital 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 Q4	–	Sell	-330	Closed	-$19.8K	–	334
2025 Q3	$19.8K	Hold	330	–	–	﹤0.01%	289
2025 Q2	$21.9K	Hold	330	–	–	﹤0.01%	238
2025 Q1	$18.9K	Hold	330	–	–	﹤0.01%	307
2024 Q4	$19.6K	Hold	330	–	–	0.01%	235
2024 Q3	$19.1K	Hold	330	–	–	0.01%	236
2024 Q2	$16.2K	Hold	330	–	–	0.01%	218
2024 Q1	$18K	Buy	+330	New	+$17.5K	0.01%	154

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TruNorth Capital Management's SLF Position: Q4 2025 in Review

TruNorth Capital Management sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 330 shares — an estimated $19.8K sold.

TruNorth Capital Management first reported a position in SLF in Q1 2024 and held it in 7 quarters. The position peaked at $21.9K in Q2 2025. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

TruNorth Capital Management reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 330 Sun Life Financial shares in Q4 2025, an estimated $19.8K.
TruNorth Capital Management first reported a position in Sun Life Financial in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Sun Life Financial position peaked at $21.9K in Q2 2025.
440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.