Advisory Services Network’s Sun Life Financial SLF Stock Holding History

Advisory Services Network’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	$492K	Buy	7,864 +143	+2%	+$9.14K	0.01%	1299
2025 Q4	$482K	Buy	7,721 +63	+0.8%	+$3.81K	0.01%	1235
2025 Q3	$460K	Buy	+7,658	New	+$461K	0.01%	1236
2024 Q1	–	Sell	-70	Closed	-$3.63K	–	3322
2023 Q4	$3.63K	Buy	+70	New	+$3.44K	﹤0.01%	3221
2023 Q2	–	Sell	-6,239	Closed	-$291K	–	3322
2023 Q1	$291K	Buy	6,239 +86	+1%	+$4.14K	0.01%	1148
2022 Q4	$286K	Buy	6,153 +107	+2%	+$4.74K	0.01%	1106
2022 Q3	$240K	Buy	6,046 +59	+1%	+$2.64K	0.01%	1126
2022 Q2	$274K	Sell	5,987 -1,952	-25%	-$97.3K	0.01%	1113
2022 Q1	$443K	Buy	7,939 +2,047	+35%	+$113K	0.01%	966
2021 Q4	$328K	Buy	5,892 +42	+0.7%	+$2.32K	0.01%	1070
2021 Q3	$301K	Buy	5,850 +42	+0.7%	+$2.16K	0.01%	1101
2021 Q2	$299K	Buy	5,808 +42	+0.7%	+$2.22K	0.01%	1092
2021 Q1	$291K	Buy	5,766 +47	+0.8%	+$2.3K	0.01%	1041
2020 Q4	$254K	Sell	5,719 -260	-4%	-$11.3K	0.01%	977
2020 Q3	$244K	Sell	5,979 -56	-0.9%	-$2.26K	0.01%	904
2020 Q2	$221K	Buy	6,035 +363	+6%	+$12.5K	0.01%	907
2020 Q1	$182K	Buy	5,672 +44	+0.8%	+$1.89K	0.01%	855
2019 Q4	$256K	Buy	5,628 +88	+2%	+$3.96K	0.01%	830
2019 Q3	$229K	Hold	5,540	–	–	0.01%	788
2019 Q2	$229K	Buy	5,540 +44	+0.8%	+$1.77K	0.01%	786
2019 Q1	$211K	Buy	5,496 +155	+3%	+$5.69K	0.01%	768
2018 Q4	$177K	Buy	5,341 +41	+0.8%	+$1.48K	0.02%	733
2018 Q3	$211K	Hold	5,300	–	–	0.02%	743
2018 Q2	$215K	Buy	5,300 +79	+2%	+$3.27K	0.02%	728
2018 Q1	$215K	Sell	5,221 -199	-4%	-$8.39K	0.02%	749
2017 Q4	$224K	Buy	5,420 +39	+0.7%	+$1.55K	0.02%	735
2017 Q3	$214K	Buy	5,381 +43	+0.8%	+$1.64K	0.02%	643
2017 Q2	$191K	Buy	5,338 +38	+0.7%	+$1.31K	0.02%	635
2017 Q1	$194K	Buy	+5,300	New	+$201K	0.03%	614
2016 Q3	$162K	Buy	4,991 +40	+0.8%	+$1.29K	0.03%	559
2016 Q2	$163K	Buy	4,951 +39	+0.8%	+$1.31K	0.04%	491
2016 Q1	$158K	Buy	4,912 +39	+0.8%	+$1.15K	0.04%	425
2015 Q4	$152K	Buy	4,873 +36	+0.7%	+$1.19K	0.05%	375
2015 Q3	$156K	Buy	+4,837	New	+$157K	0.05%	319

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

Advisory Services Network's SLF Position: Q1 2026 in Review

Advisory Services Network increased its Sun Life Financial (SLF) stake by 1.9% in Q1 2026, buying an estimated $9.14K and bringing the position to 7,864 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1299.

Advisory Services Network first reported a position in SLF in Q3 2015 and has held it in 34 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Advisory Services Network held 7,864 shares of Sun Life Financial worth $492K as of Q1 2026.
Advisory Services Network bought 143 Sun Life Financial shares in Q1 2026, an estimated $9.14K.
Sun Life Financial made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1299 holding.
Advisory Services Network first reported a position in Sun Life Financial in Q3 2015 and has held it in 34 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.