Advisory Resource Group’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Sell
22,286
-548
-2% -$39.4K 0.26% 98
2026
Q1
$1.43M Sell
22,834
-281
-1% -$18K 0.25% 91
2025
Q4
$1.44M Buy
23,115
+1,041
+5% +$62.9K 0.25% 93
2025
Q3
$1.33M Buy
22,074
+2,671
+14% +$161K 0.24% 95
2025
Q2
$1.29M Sell
19,403
-443
-2% -$27.2K 0.25% 89
2025
Q1
$1.14M Buy
19,846
+760
+4% +$43.3K 0.23% 86
2024
Q4
$1.13M Sell
19,086
-278
-1% -$16.4K 0.24% 77
2024
Q3
$1.12M Buy
19,364
+77
+0.4% +$4.02K 0.24% 85
2024
Q2
$945K Buy
19,287
+2,108
+12% +$107K 0.21% 97
2024
Q1
$938K Buy
17,179
+3,387
+25% +$179K 0.22% 84
2023
Q4
$715K Buy
13,792
+329
+2% +$16.2K 0.18% 95
2023
Q3
$657K Buy
13,463
+352
+3% +$17.6K 0.18% 93
2023
Q2
$683K Buy
13,111
+138
+1% +$6.78K 0.19% 81
2023
Q1
$606K Buy
12,973
+342
+3% +$16.5K 0.17% 91
2022
Q4
$586K Buy
12,631
+7,056
+127% +$312K 0.17% 74
2022
Q3
$222K Sell
5,575
-24
-0.4% -$1.08K 0.07% 121
2022
Q2
$256K Sell
5,599
-173
-3% -$8.62K 0.08% 111
2022
Q1
$322K Buy
5,772
+123
+2% +$6.77K 0.1% 104
2021
Q4
$320K Buy
5,649
+670
+13% +$37K 0.11% 104
2021
Q3
$256K Buy
4,979
+464
+10% +$23.9K 0.09% 115
2021
Q2
$233K Buy
4,515
+129
+3% +$6.81K 0.09% 120
2021
Q1
$222K Buy
+4,386
New +$215K 0.1% 95

Other funds holding SLF

Advisory Resource Group's SLF Position: Q2 2026 in Review

Advisory Resource Group reduced its Sun Life Financial (SLF) stake by 2.4% in Q2 2026, selling an estimated $39.4K and leaving 22,286 shares worth $1.75M. The position accounts for 0.26% of the portfolio, ranked #98.

Advisory Resource Group first reported a position in SLF in Q1 2021 and has held it in 22 quarters since. 50 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Advisory Resource Group held 22,286 shares of Sun Life Financial worth $1.75M as of Q2 2026.
  • Advisory Resource Group sold 548 Sun Life Financial shares in Q2 2026, an estimated $39.4K.
  • Sun Life Financial made up 0.26% of Advisory Resource Group's portfolio in Q2 2026, its #98 holding.
  • Advisory Resource Group first reported a position in Sun Life Financial in Q1 2021 and has held it in 22 quarters since.
  • 50 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.