Addison Advisors’s Sun Life Financial SLF Stock Holding History

Addison 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 Q2	–	Sell	-789	Closed	-$49.4K	–	956
2026 Q1	$49.4K	Buy	789 +102	+15%	+$6.52K	0.01%	427
2025 Q4	$42.9K	Sell	687 -17	-2%	-$1.03K	0.01%	443
2025 Q3	$42.3K	Hold	704	–	–	0.01%	433
2025 Q2	$46.8K	Buy	704 +231	+49%	+$14.2K	0.01%	417
2025 Q1	$27.1K	Sell	473 -142	-23%	-$8.09K	0.01%	460
2024 Q4	$36.5K	Sell	615 -35	-5%	-$2.06K	0.01%	417
2024 Q3	$37.7K	Buy	650 +361	+125%	+$18.9K	0.01%	429
2024 Q2	$14.2K	Buy	289 +263	+1,012%	+$13.3K	﹤0.01%	525
2024 Q1	$1.42K	Buy	+26	New	+$1.38K	﹤0.01%	635
2022 Q4	–	Sell	-743	Closed	-$30K	–	806
2022 Q3	$30K	Buy	743 +500	+206%	+$22.4K	0.02%	315
2022 Q2	$11K	Hold	243	–	–	0.01%	434
2022 Q1	$14K	Hold	243	–	–	0.01%	437
2021 Q4	$14K	Buy	+243	New	+$13.4K	0.01%	383

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

Addison Advisors's SLF Position: Q2 2026 in Review

Addison Advisors sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 789 shares — an estimated $49.4K sold.

Addison Advisors first reported a position in SLF in Q4 2021 and held it in 13 quarters. The position peaked at $49.4K in Q1 2026. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Addison Advisors reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 789 Sun Life Financial shares in Q2 2026, an estimated $49.4K.
Addison Advisors first reported a position in Sun Life Financial in Q4 2021 and held it in 13 quarters.
Addison Advisors's Sun Life Financial position peaked at $49.4K in Q1 2026.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.