WealthCollab’s Sun Life Financial SLF Stock Holding History

WealthCollab’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	$28.8K	Hold	460	–	–	0.01%	291
2025 Q4	$28.7K	Hold	460	–	–	0.01%	307
2025 Q3	$27.6K	Hold	460	–	–	0.01%	297
2025 Q2	$30.6K	Hold	460	–	–	0.02%	250
2025 Q1	$26.3K	Hold	460	–	–	0.02%	270
2024 Q4	$27.3K	Hold	460	–	–	0.02%	253
2024 Q3	$26.7K	Hold	460	–	–	0.02%	263
2024 Q2	$22.5K	Hold	460	–	–	0.02%	267
2024 Q1	$25.1K	Hold	460	–	–	0.02%	265
2023 Q4	$23.9K	Buy	+460	New	+$22.6K	0.02%	242

Other funds holding SLF

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

WealthCollab's SLF Position: Q1 2026 in Review

WealthCollab held its Sun Life Financial (SLF) position steady in Q1 2026 at 460 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #291.

WealthCollab first reported a position in SLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.6K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

WealthCollab held 460 shares of Sun Life Financial worth $28.8K as of Q1 2026.
WealthCollab left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.01% of WealthCollab's portfolio in Q1 2026, its #291 holding.
WealthCollab first reported a position in Sun Life Financial in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Sun Life Financial position peaked at $30.6K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.