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

Ameritas Advisory Services’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	$335K	Buy	+4,268	New	+$307K	0.01%	911
2025 Q4	–	Sell	-2,728	Closed	-$164K	–	1926
2025 Q3	$164K	Buy	2,728 +1,268	+87%	+$76.3K	0.01%	674
2025 Q2	$97K	Buy	+1,460	New	+$89.5K	0.01%	1006
2024 Q2	–	Sell	-3,898	Closed	-$205K	–	922
2024 Q1	$205K	Buy	+3,898	New	+$206K	0.01%	825
2023 Q2	–	Sell	-2,446	Closed	-$114K	–	2207
2023 Q1	$114K	Buy	+2,446	New	+$118K	0.01%	953

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameritas Advisory Services's SLF Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Sun Life Financial (SLF) in Q2 2026: 4,268 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SLF as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SLF in Q1 2023 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Ameritas Advisory Services held 4,268 shares of Sun Life Financial worth $335K as of Q2 2026.
Sun Life Financial was a new Ameritas Advisory Services position in Q2 2026.
Sun Life Financial made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #911 holding.
Ameritas Advisory Services first reported a position in Sun Life Financial in Q1 2023 and has held it in 5 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.