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

Advisory Resource Group’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 		$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

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
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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.