Ancora Advisors’s Sun Life Financial SLF Stock Holding History

Ancora Advisors’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	$10.6K	Sell	135 -148	-52%	-$10.7K	﹤0.01%	1460
2026 Q1	$17.7K	Sell	283 -28	-9%	-$1.79K	﹤0.01%	1583
2025 Q4	$19.4K	Buy	311 +28	+10%	+$1.69K	﹤0.01%	1573
2025 Q3	$17K	Hold	283	–	–	﹤0.01%	1273
2025 Q2	$18.8K	Buy	283 +135	+91%	+$8.28K	﹤0.01%	1244
2025 Q1	$8.47K	Hold	148	–	–	﹤0.01%	1341
2024 Q4	$8.78K	Hold	148	–	–	﹤0.01%	1357
2024 Q3	$8.59K	Hold	148	–	–	﹤0.01%	1364
2024 Q2	$7.25K	Hold	148	–	–	﹤0.01%	1380
2024 Q1	$8.08K	Hold	148	–	–	﹤0.01%	1372
2023 Q4	$7.67K	Hold	148	–	–	﹤0.01%	1342
2023 Q3	$7.22K	Hold	148	–	–	﹤0.01%	1344
2023 Q2	$7.71K	Hold	148	–	–	﹤0.01%	1325
2023 Q1	$6.91K	Hold	148	–	–	﹤0.01%	1347
2022 Q4	$7K	Hold	148	–	–	﹤0.01%	1426
2022 Q3	$6K	Hold	148	–	–	﹤0.01%	1613
2022 Q2	$7K	Hold	148	–	–	﹤0.01%	1693
2022 Q1	$8K	Hold	148	–	–	﹤0.01%	1807
2021 Q4	$8K	Hold	148	–	–	﹤0.01%	1892
2021 Q3	$8K	Hold	148	–	–	﹤0.01%	1774
2021 Q2	$8K	Hold	148	–	–	﹤0.01%	1589
2021 Q1	$7K	Hold	148	–	–	﹤0.01%	1515
2020 Q4	$7K	Hold	148	–	–	﹤0.01%	1257
2020 Q3	$6K	Hold	148	–	–	﹤0.01%	1216
2020 Q2	$5K	Hold	148	–	–	﹤0.01%	1200
2020 Q1	$5K	Hold	148	–	–	﹤0.01%	1288
2019 Q4	$7K	Buy	+148	New	+$6.66K	﹤0.01%	1226
2018 Q4	–	Sell	-148	Closed	-$6K	–	1093
2018 Q3	$6K	Buy	+148	New	+$5.92K	﹤0.01%	1241
2017 Q1	–	Sell	-148	Closed	-$6K	–	1008
2016 Q4	$6K	Buy	+148	New	+$5.36K	﹤0.01%	1106

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

Ancora Advisors's SLF Position: Q2 2026 in Review

Ancora Advisors reduced its Sun Life Financial (SLF) stake by 52% in Q2 2026, selling an estimated $10.7K and leaving 135 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Ancora Advisors first reported a position in SLF in Q4 2016 and has held it in 29 quarters since. The position peaked at $19.4K in Q4 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Ancora Advisors held 135 shares of Sun Life Financial worth $10.6K as of Q2 2026.
Ancora Advisors sold 148 Sun Life Financial shares in Q2 2026, an estimated $10.7K.
Sun Life Financial made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1460 holding.
Ancora Advisors first reported a position in Sun Life Financial in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's Sun Life Financial position peaked at $19.4K in Q4 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.