Abound Wealth Management’s Sun Life Financial SLF Stock Holding History

Abound Wealth Management’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 Q2	$50K	Hold	638	–	–	0.01%	238
2026 Q1	$39.9K	Sell	638 -79	-11%	-$5.05K	0.01%	281
2025 Q4	$44.7K	Sell	717 -81	-10%	-$4.89K	0.01%	245
2025 Q3	$47.9K	Sell	798 -76	-9%	-$4.57K	0.01%	217
2025 Q2	$58.1K	Hold	874	–	–	0.02%	184
2025 Q1	$50K	Hold	874	–	–	0.02%	187
2024 Q4	$51.9K	Sell	874 -50	-5%	-$2.95K	0.02%	174
2024 Q3	$53.6K	Hold	924	–	–	0.02%	169
2024 Q2	$45.3K	Sell	924 -58	-6%	-$2.94K	0.02%	162
2024 Q1	$53.6K	Hold	982	–	–	0.02%	143
2023 Q4	$50.9K	Sell	982 -80	-8%	-$3.94K	0.02%	142
2023 Q3	$51.8K	Sell	1,062 -100	-9%	-$5.01K	0.02%	127
2023 Q2	$60.6K	Hold	1,162	–	–	0.03%	113
2023 Q1	$54.3K	Sell	1,162 -103	-8%	-$4.96K	0.02%	118
2022 Q4	$58.7K	Hold	1,265	–	–	0.03%	102
2022 Q3	$50.3K	Buy	+1,265	New	+$56.7K	0.03%	111

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Abound Wealth Management's SLF Position: Q2 2026 in Review

Abound Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 638 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #238.

Abound Wealth Management first reported a position in SLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $60.6K in Q2 2023. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Abound Wealth Management held 638 shares of Sun Life Financial worth $50K as of Q2 2026.
Abound Wealth Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #238 holding.
Abound Wealth Management first reported a position in Sun Life Financial in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Sun Life Financial position peaked at $60.6K in Q2 2023.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.