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

Avantax 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
2025 Q2	$851K	Buy	12,802 +1,093	+9%	+$67K	﹤0.01%	1264
2025 Q1	$670K	Sell	11,709 -353	-3%	-$20.1K	﹤0.01%	1326
2024 Q4	$716K	Buy	12,062 +17	+0.1%	+$1K	﹤0.01%	1229
2024 Q3	$699K	Sell	12,045 -1,105	-8%	-$57.8K	﹤0.01%	1210
2024 Q2	$644K	Buy	13,150 +1,325	+11%	+$67.2K	﹤0.01%	1210
2024 Q1	$645K	Sell	11,825 -1,275	-10%	-$67.4K	0.01%	927
2023 Q4	$679K	Sell	13,100 -667	-5%	-$32.8K	0.01%	862
2023 Q3	$672K	Buy	13,767 +424	+3%	+$21.3K	0.01%	825
2023 Q2	$695K	Sell	13,343 -6	-0%	-$295	0.01%	816
2023 Q1	$623K	Buy	13,349 +320	+2%	+$15.4K	0.01%	820
2022 Q4	$605K	Sell	13,029 -67	-0.5%	-$2.96K	0.01%	789
2022 Q3	$521K	Buy	13,096 +470	+4%	+$21.1K	0.01%	755
2022 Q2	$578K	Buy	12,626 +1,660	+15%	+$82.7K	0.01%	727
2022 Q1	$614K	Sell	10,966 -2,241	-17%	-$123K	0.01%	714
2021 Q4	$735K	Buy	13,207 +37	+0.3%	+$2.04K	0.01%	617
2021 Q3	$677K	Buy	13,170 +761	+6%	+$39.1K	0.01%	606
2021 Q2	$639K	Buy	12,409 +212	+2%	+$11.2K	0.01%	612
2021 Q1	$616K	Buy	12,197 +3,088	+34%	+$151K	0.01%	559
2020 Q4	$403K	Sell	9,109 -8,358	-48%	-$362K	0.01%	621
2020 Q3	$710K	Buy	17,467 +11,534	+194%	+$466K	0.01%	667
2020 Q2	$218K	Buy	+5,933	New	+$204K	0.01%	754
2020 Q1	–	Sell	-6,652	Closed	-$304K	–	880
2019 Q4	$304K	Buy	6,652 +269	+4%	+$12.1K	0.01%	621
2019 Q3	$285K	Sell	6,383 -377	-6%	-$15.8K	0.01%	444
2019 Q2	$280K	Buy	6,760 +763	+13%	+$30.7K	0.01%	412
2019 Q1	$230K	Buy	+5,997	New	+$220K	0.01%	424

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avantax Advisory Services's SLF Position: Q2 2025 in Review

Avantax Advisory Services increased its Sun Life Financial (SLF) stake by 9.3% in Q2 2025, buying an estimated $67K and bringing the position to 12,802 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Avantax Advisory Services first reported a position in SLF in Q1 2019 and has held it in 25 quarters since. 448 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

Avantax Advisory Services held 12,802 shares of Sun Life Financial worth $851K as of Q2 2025.
Avantax Advisory Services bought 1,093 Sun Life Financial shares in Q2 2025, an estimated $67K.
Sun Life Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1264 holding.
Avantax Advisory Services first reported a position in Sun Life Financial in Q1 2019 and has held it in 25 quarters since.
448 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.