Arkadios Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Arkadios Wealth 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 Q1	$215K	Buy	3,437 +42	+1%	+$2.69K	﹤0.01%	1536
2025 Q4	$212K	Buy	3,395 +28	+0.8%	+$1.69K	﹤0.01%	1427
2025 Q3	$202K	Buy	3,367 +6	+0.2%	+$361	﹤0.01%	1357
2025 Q2	$223K	Buy	+3,361	New	+$206K	0.01%	1166
2025 Q1	–	Sell	-3,404	Closed	-$202K	–	1186
2024 Q4	$202K	Sell	3,404 -129	-4%	-$7.61K	0.01%	859
2024 Q3	$205K	Buy	+3,533	New	+$185K	0.01%	838
2021 Q4	–	Sell	-241	Closed	-$12K	–	1589
2021 Q3	$12K	Hold	241	–	–	﹤0.01%	1399
2021 Q2	$12K	Buy	241 +130	+117%	+$6.87K	﹤0.01%	1485
2021 Q1	$5K	Buy	+111	New	+$5.43K	﹤0.01%	1380

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

Arkadios Wealth Advisors's SLF Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Sun Life Financial (SLF) stake by 1.2% in Q1 2026, buying an estimated $2.69K and bringing the position to 3,437 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Arkadios Wealth Advisors first reported a position in SLF in Q1 2021 and has held it in 9 quarters since. The position peaked at $223K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Arkadios Wealth Advisors held 3,437 shares of Sun Life Financial worth $215K as of Q1 2026.
Arkadios Wealth Advisors bought 42 Sun Life Financial shares in Q1 2026, an estimated $2.69K.
Sun Life Financial made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1536 holding.
Arkadios Wealth Advisors first reported a position in Sun Life Financial in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Sun Life Financial position peaked at $223K in Q2 2025.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.