Aaron Wealth Advisors
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Aaron Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Aaron Wealth 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
Q3 		$341K Sell
4,375
-244
-5% -$19.6K 0.02% 541
2026
Q2 		$362K Buy
4,619
+497
+12% +$35.8K 0.02% 523
2026
Q1 		$258K Buy
+4,122
New +$264K 0.01% 608

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DekaBank Deutsche Girozentrale
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Value Partners Investments
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Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
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Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Aaron Wealth Advisors's SLF Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Sun Life Financial (SLF) stake by 5.3% in Q3 2026, selling an estimated $19.6K and leaving 4,375 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #541.

Aaron Wealth Advisors first reported a position in SLF in Q1 2026 and has held it in 3 quarters since. The position peaked at $362K in Q2 2026. 127 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Aaron Wealth Advisors held 4,375 shares of Sun Life Financial worth $341K as of Q3 2026.
  • Aaron Wealth Advisors sold 244 Sun Life Financial shares in Q3 2026, an estimated $19.6K.
  • Sun Life Financial made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #541 holding.
  • Aaron Wealth Advisors first reported a position in Sun Life Financial in Q1 2026 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Sun Life Financial position peaked at $362K in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.