Vontobel Holding
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Vontobel Holding’s Sun Life Financial SLF Stock Holding History

Vontobel Holding’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 		$358K Buy
5,718
+93
+2% +$5.95K ﹤0.01% 949
2025
Q4 		$351K Buy
5,625
+325
+6% +$19.6K ﹤0.01% 1115
2025
Q3 		$318K Sell
5,300
-449
-8% -$27K ﹤0.01% 1083
2025
Q2 		$383K Sell
5,749
-40,178
-87% -$2.46M ﹤0.01% 974
2025
Q1 		$2.63M Buy
45,927
+148
+0.3% +$8.44K 0.01% 405
2024
Q4 		$2.71M Buy
45,779
+36
+0.1% +$2.12K 0.01% 401
2024
Q3 		$2.65M Sell
45,743
-1,438
-3% -$75.2K 0.01% 401
2024
Q2 		$2.31M Buy
47,181
+93
+0.2% +$4.72K 0.01% 400
2024
Q1 		$2.57M Sell
47,088
-84
-0.2% -$4.44K 0.02% 402
2023
Q4 		$2.45M Sell
47,172
-25
-0.1% -$1.23K 0.02% 400
2023
Q3 		$2.3M Hold
47,197
– – 0.02% 400
2023
Q2 		$2.46M Buy
47,197
+2,883
+7% +$142K 0.02% 408
2023
Q1 		$2.07M Sell
44,314
-505
-1% -$24.3K 0.02% 410
2022
Q4 		$2.08M Sell
44,819
-4
-0% -$177 0.02% 404
2022
Q3 		$1.78M Buy
44,823
+4,442
+11% +$199K 0.02% 424
2022
Q2 		$1.86M Sell
40,381
-526
-1% -$26.2K 0.02% 404
2022
Q1 		$2.3M Buy
40,907
+33,400
+445% +$1.84M 0.02% 406
2021
Q4 		$418K Buy
+7,507
New +$415K ﹤0.01% 850

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

Vontobel Holding's SLF Position: Q1 2026 in Review

Vontobel Holding increased its Sun Life Financial (SLF) stake by 1.7% in Q1 2026, buying an estimated $5.95K and bringing the position to 5,718 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Vontobel Holding first reported a position in SLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Vontobel Holding held 5,718 shares of Sun Life Financial worth $358K as of Q1 2026.
  • Vontobel Holding bought 93 Sun Life Financial shares in Q1 2026, an estimated $5.95K.
  • Sun Life Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #949 holding.
  • Vontobel Holding first reported a position in Sun Life Financial in Q4 2021 and has held it in 18 quarters since.
  • Vontobel Holding's Sun Life Financial position peaked at $2.71M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.