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Vise Technologies’s Sun Life Financial SLF Stock Holding History

Vise Technologies’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
Q1 		$1.06M Hold
16,963
– – 0.02% 569
2025
Q4 		$1.06M Buy
16,963
+2,427
+17% +$147K 0.02% 573
2025
Q3 		$873K Buy
14,536
+607
+4% +$36.5K 0.03% 462
2025
Q2 		$926K Buy
+13,929
New +$854K 0.04% 452
2024
Q4 		$521K Buy
8,778
+4,516
+106% +$266K 0.04% 423
2024
Q3 		$247K Buy
+4,262
New +$223K 0.03% 514

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Vise Technologies's SLF Position: Q1 2026 in Review

Vise Technologies held its Sun Life Financial (SLF) position steady in Q1 2026 at 16,963 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #569.

Vise Technologies first reported a position in SLF in Q3 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Vise Technologies held 16,963 shares of Sun Life Financial worth $1.06M as of Q1 2026.
  • Vise Technologies left its Sun Life Financial share count unchanged in Q1 2026.
  • Sun Life Financial made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #569 holding.
  • Vise Technologies first reported a position in Sun Life Financial in Q3 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.