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Axxcess Wealth Management’s Sun Life Financial SLF Stock Holding History

Axxcess Wealth Management’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 		$254K Buy
3,236
+13
+0.4% +$935 ﹤0.01% 910
2026
Q1 		$202K Buy
3,223
+7
+0.2% +$447 0.01% 363
2025
Q4 		$201K Buy
+3,216
New +$194K ﹤0.01% 994
2025
Q3 		– Sell
-3,216
Closed -$214K – 963
2025
Q2 		$214K Buy
+3,216
New +$197K 0.01% 829

Other funds holding SLF

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Axxcess Wealth Management's SLF Position: Q2 2026 in Review

Axxcess Wealth Management increased its Sun Life Financial (SLF) stake by 0.4% in Q2 2026, buying an estimated $935 and bringing the position to 3,236 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Axxcess Wealth Management first reported a position in SLF in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Axxcess Wealth Management held 3,236 shares of Sun Life Financial worth $254K as of Q2 2026.
  • Axxcess Wealth Management bought 13 Sun Life Financial shares in Q2 2026, an estimated $935.
  • Sun Life Financial made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Axxcess Wealth Management first reported a position in Sun Life Financial in Q2 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.