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Waratah Capital Advisors’s Sun Life Financial SLF Stock Holding History

Waratah Capital Advisors’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
-96,701
Closed -$5.8M – 219
2025
Q3 		$5.8M Sell
96,701
-77,978
-45% -$4.69M 0.1% 112
2025
Q2 		$11.6M Buy
174,679
+21,433
+14% +$1.31M 0.31% 64
2025
Q1 		$8.77M Sell
153,246
-273,915
-64% -$15.6M 0.24% 84
2024
Q4 		$25.3M Buy
+427,161
New +$25.2M 0.85% 36
2024
Q3 		– Sell
-176,362
Closed -$8.65M – 172
2024
Q2 		$8.65M Sell
176,362
-72,329
-29% -$3.67M 0.32% 70
2024
Q1 		$13.6M Buy
248,691
+128,886
+108% +$6.82M 0.41% 62
2023
Q4 		$6.21M Sell
119,805
-113,490
-49% -$5.59M 0.12% 74
2023
Q3 		$11.4M Sell
233,295
-42,735
-15% -$2.14M 0.16% 66
2023
Q2 		$14.4M Sell
276,030
-26,294
-9% -$1.29M 0.27% 46
2023
Q1 		$14.1M Buy
+302,324
New +$14.6M 0.31% 56
2022
Q1 		– Sell
-169,090
Closed -$9.41M – 232
2021
Q4 		$9.41M Buy
169,090
+80,210
+90% +$4.43M 0.16% 77
2021
Q3 		$4.57M Sell
88,880
-128,340
-59% -$6.6M 0.07% 106
2021
Q2 		$11.2M Buy
217,220
+17,441
+9% +$921K 0.16% 67
2021
Q1 		$10.1M Buy
199,779
+149,617
+298% +$7.33M 0.23% 57
2020
Q4 		$2.23M Buy
50,162
+9,430
+23% +$408K 0.15% 103
2020
Q3 		$1.66M Buy
40,732
+9,058
+29% +$366K 0.18% 77
2020
Q2 		$1.16M Buy
31,674
+3,957
+14% +$136K 0.1% 83
2020
Q1 		$884K Buy
+27,717
New +$1.19M 0.16% 63
2019
Q3 		– Sell
-23,475
Closed -$973K – 211
2019
Q2 		$973K Buy
+23,475
New +$943K 0.11% 91
2018
Q4 		– Sell
-10,208
Closed -$405K – 145
2018
Q3 		$405K Hold
10,208
– – 0.04% 132
2018
Q2 		$410K Buy
+10,208
New +$423K 0.05% 112
2018
Q1 		– Sell
-58,768
Closed -$2.43M – 148
2017
Q4 		$2.43M Buy
+58,768
New +$2.34M 0.28% 66
2017
Q3 		– Sell
-17,500
Closed -$625K – 182
2017
Q2 		$625K Buy
+17,500
New +$604K 0.09% 138
2016
Q4 		– Sell
-10,030
Closed -$326K – 177
2016
Q3 		$326K Buy
+10,030
New +$323K 0.06% 96
2016
Q1 		– Sell
-13,590
Closed -$424K – 207
2015
Q4 		$424K Buy
+13,590
New +$448K 0.08% 104
2015
Q1 		– Sell
-42,400
Closed -$1.53M – 104
2014
Q4 		$1.53M Buy
+42,400
New +$1.52M 0.72% 29
2014
Q3 		– Sell
-27,400
Closed -$1.01M – 61
2014
Q2 		$1.01M Buy
27,400
+10,500
+62% +$362K 0.49% 46
2014
Q1 		$585K Sell
16,900
-325,300
-95% -$11.2M 0.32% 47
2013
Q4 		$12.1M Buy
342,200
+291,600
+576% +$9.93M 4.64% 2
2013
Q3 		$1.61M Sell
50,600
-63,800
-56% -$2.03M 0.9% 28
2013
Q2 		$3.39M Buy
+114,400
New +$3.26M 2.09% 19

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Waratah Capital Advisors's SLF Position: Q4 2025 in Review

Waratah Capital Advisors sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 96,701 shares — an estimated $5.8M sold.

Waratah Capital Advisors first reported a position in SLF in Q2 2013 and held it in 31 quarters. The position peaked at $25.3M in Q4 2024. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • Waratah Capital Advisors reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 96,701 Sun Life Financial shares in Q4 2025, an estimated $5.8M.
  • Waratah Capital Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 31 quarters.
  • Waratah Capital Advisors's Sun Life Financial position peaked at $25.3M in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.