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 Q2	$490K	Buy	6,251 +2,814	+82%	+$202K	0.01%	1133
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 $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

Arkadios Wealth Advisors's SLF Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Sun Life Financial (SLF) stake by 82% in Q2 2026, buying an estimated $202K and bringing the position to 6,251 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1133.

Arkadios Wealth Advisors first reported a position in SLF in Q1 2021 and has held it in 10 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Arkadios Wealth Advisors held 6,251 shares of Sun Life Financial worth $490K as of Q2 2026.
Arkadios Wealth Advisors bought 2,814 Sun Life Financial shares in Q2 2026, an estimated $202K.
Sun Life Financial made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1133 holding.
Arkadios Wealth Advisors first reported a position in Sun Life Financial in Q1 2021 and has held it in 10 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.