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Advisornet Financial’s Sun Life Financial SLF Stock Holding History

Advisornet Financial’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 		$39.2K Hold
500
– – ﹤0.01% 1198
2026
Q1 		$31.3K Hold
500
– – ﹤0.01% 1208
2025
Q4 		$31.2K Hold
500
– – ﹤0.01% 1211
2025
Q3 		$30K Hold
500
– – ﹤0.01% 1185
2025
Q2 		$33.2K Hold
500
– – ﹤0.01% 1124
2025
Q1 		$28.6K Hold
500
– – ﹤0.01% 1086
2024
Q4 		$29.7K Hold
500
– – ﹤0.01% 1024
2024
Q3 		$29K Hold
500
– – ﹤0.01% 1075
2024
Q2 		$24.5K Hold
500
– – ﹤0.01% 1033
2024
Q1 		$27.3K Hold
500
– – ﹤0.01% 990
2023
Q4 		$25.9K Hold
500
– – ﹤0.01% 1006
2023
Q3 		$24.4K Sell
500
-251
-33% -$12.6K ﹤0.01% 973
2023
Q2 		$39.1K Sell
751
-12
-2% -$590 ﹤0.01% 881
2023
Q1 		$35.6K Sell
763
-72
-9% -$3.47K ﹤0.01% 888
2022
Q4 		$38.8K Buy
835
+363
+77% +$16.1K ﹤0.01% 861
2022
Q3 		$19K Sell
472
-27
-5% -$1.21K ﹤0.01% 1123
2022
Q2 		$23K Hold
499
– – ﹤0.01% 1087
2022
Q1 		$28K Buy
499
+299
+150% +$16.5K ﹤0.01% 1150
2021
Q4 		$11K Hold
200
– – ﹤0.01% 1469
2021
Q3 		$10K Hold
200
– – ﹤0.01% 1466
2021
Q2 		$10K Hold
200
– – ﹤0.01% 1423
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1368
2020
Q4 		$9K Hold
200
– – ﹤0.01% 1323
2020
Q3 		$8K Buy
+200
New +$8.09K ﹤0.01% 1341
2019
Q4 		– Sell
-441
Closed -$20K – 1972
2019
Q3 		$20K Buy
+441
New +$18.4K ﹤0.01% 1191
2018
Q3 		– Sell
-441
Closed -$18K – 1600
2018
Q2 		$18K Hold
441
– – ﹤0.01% 977
2018
Q1 		$18K Hold
441
– – ﹤0.01% 952
2017
Q4 		$18K Buy
+441
New +$17.6K ﹤0.01% 885

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Advisornet Financial's SLF Position: Q2 2026 in Review

Advisornet Financial held its Sun Life Financial (SLF) position steady in Q2 2026 at 500 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Advisornet Financial first reported a position in SLF in Q4 2017 and has held it in 28 quarters since. 89 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Advisornet Financial held 500 shares of Sun Life Financial worth $39.2K as of Q2 2026.
  • Advisornet Financial left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1198 holding.
  • Advisornet Financial first reported a position in Sun Life Financial in Q4 2017 and has held it in 28 quarters since.
  • 89 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.