Waverly Advisors’s Sun Life Financial SLF Stock Holding History

Waverly 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
2026 Q1	$446K	Buy	+7,131	New	+$456K	﹤0.01%	1139
2018 Q1	–	Sell	-1,308	Closed	-$54K	–	338
2017 Q4	$54K	Buy	+1,308	New	+$52.1K	0.01%	249
2015 Q3	–	Sell	-125	Closed	-$4K	–	452
2015 Q2	$4K	Hold	125	–	–	﹤0.01%	322
2015 Q1	$4K	Hold	125	–	–	﹤0.01%	311
2014 Q4	$5K	Hold	125	–	–	﹤0.01%	373
2014 Q3	$5K	Hold	125	–	–	﹤0.01%	635
2014 Q2	$5K	Hold	125	–	–	﹤0.01%	592
2014 Q1	$4K	Sell	125 -1,000	-89%	-$34.4K	﹤0.01%	599
2013 Q4	$40K	Hold	1,125	–	–	0.01%	362
2013 Q3	$36K	Buy	+1,125	New	+$35.8K	0.02%	291

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B 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 $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return