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 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

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

Advisornet Financial's SLF Position: Q1 2026 in Review

Advisornet Financial held its Sun Life Financial (SLF) position steady in Q1 2026 at 500 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Advisornet Financial first reported a position in SLF in Q4 2017 and has held it in 27 quarters since. The position peaked at $39.1K in Q2 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Advisornet Financial held 500 shares of Sun Life Financial worth $31.3K as of Q1 2026.
Advisornet Financial left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1208 holding.
Advisornet Financial first reported a position in Sun Life Financial in Q4 2017 and has held it in 27 quarters since.
Advisornet Financial's Sun Life Financial position peaked at $39.1K in Q2 2023.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.