Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Sun Life Financial SLF Stock Holding History

Cambridge Investment Research 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 		$1.25M Buy
15,907
+196
+1% +$14.1K ﹤0.01% 2102
2026
Q1 		$983K Sell
15,711
-9,701
-38% -$620K ﹤0.01% 2187
2025
Q4 		$1.59M Buy
25,412
+9,104
+56% +$550K ﹤0.01% 1732
2025
Q3 		$979K Buy
16,308
+4,432
+37% +$267K ﹤0.01% 2070
2025
Q2 		$789K Sell
11,876
-1,009
-8% -$61.9K ﹤0.01% 2141
2025
Q1 		$738K Sell
12,885
-297
-2% -$16.9K ﹤0.01% 2108
2024
Q4 		$782K Sell
13,182
-2,163
-14% -$128K ﹤0.01% 2063
2024
Q3 		$890K Sell
15,345
-2,013
-12% -$105K ﹤0.01% 1941
2024
Q2 		$850K Sell
17,358
-208
-1% -$10.6K ﹤0.01% 1886
2024
Q1 		$959K Sell
17,566
-115
-0.7% -$6.08K ﹤0.01% 1762
2023
Q4 		$917K Buy
17,681
+3,313
+23% +$163K ﹤0.01% 1703
2023
Q3 		$701K Buy
14,368
+1,713
+14% +$85.9K ﹤0.01% 1812
2023
Q2 		$660K Sell
12,655
-2,046
-14% -$101K ﹤0.01% 1923
2023
Q1 		$687K Sell
14,701
-466
-3% -$22.4K ﹤0.01% 1853
2022
Q4 		$704K Sell
15,167
-934
-6% -$41.3K ﹤0.01% 1755
2022
Q3 		$640K Buy
16,101
+1,784
+12% +$80K ﹤0.01% 1772
2022
Q2 		$656K Sell
14,317
-109
-0.8% -$5.43K ﹤0.01% 1757
2022
Q1 		$805K Sell
14,426
-1,198
-8% -$66K ﹤0.01% 1728
2021
Q4 		$870K Buy
15,624
+1,884
+14% +$104K ﹤0.01% 1675
2021
Q3 		$707K Buy
13,740
+202
+1% +$10.4K ﹤0.01% 1788
2021
Q2 		$698K Buy
13,538
+1,249
+10% +$66K ﹤0.01% 1796
2021
Q1 		$621K Buy
12,289
+651
+6% +$31.9K ﹤0.01% 1733
2020
Q4 		$517K Sell
11,638
-276
-2% -$12K ﹤0.01% 1750
2020
Q3 		$485K Buy
11,914
+3,478
+41% +$141K ﹤0.01% 1619
2020
Q2 		$310K Buy
8,436
+61
+0.7% +$2.1K ﹤0.01% 1862
2020
Q1 		$269K Sell
8,375
-384
-4% -$16.4K ﹤0.01% 1738
2019
Q4 		$399K Buy
8,759
+110
+1% +$4.95K ﹤0.01% 1728
2019
Q3 		$388K Buy
8,649
+31
+0.4% +$1.29K ﹤0.01% 1666
2019
Q2 		$356K Sell
8,618
-80,016
-90% -$3.22M ﹤0.01% 1642
2019
Q1 		$3.4M Buy
88,634
+1,141
+1% +$41.9K 0.03% 508
2018
Q4 		$2.9M Sell
87,493
-3,014
-3% -$109K 0.03% 504
2018
Q3 		$3.6M Buy
90,507
+3,526
+4% +$141K 0.03% 472
2018
Q2 		$3.49M Buy
86,981
+1,883
+2% +$77.9K 0.04% 448
2018
Q1 		$3.5M Buy
85,098
+3,831
+5% +$162K 0.04% 420
2017
Q4 		$3.35M Buy
81,267
+10,496
+15% +$418K 0.04% 418
2017
Q3 		$2.82M Buy
70,771
+12,096
+21% +$462K 0.04% 428
2017
Q2 		$2.1M Buy
58,675
+14,696
+33% +$507K 0.03% 504
2017
Q1 		$1.61M Buy
43,979
+10,292
+31% +$391K 0.03% 524
2016
Q4 		$1.29M Buy
33,687
+16,057
+91% +$582K 0.02% 569
2016
Q3 		$574K Buy
17,630
+8,308
+89% +$267K 0.01% 962
2016
Q2 		$306K Buy
+9,322
New +$312K 0.01% 1164

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cambridge Investment Research Advisors's SLF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Sun Life Financial (SLF) stake by 1.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 15,907 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Cambridge Investment Research Advisors first reported a position in SLF in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.6M in Q3 2018. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,907 shares of Sun Life Financial worth $1.25M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 196 Sun Life Financial shares in Q2 2026, an estimated $14.1K.
  • Sun Life Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2102 holding.
  • Cambridge Investment Research Advisors first reported a position in Sun Life Financial in Q2 2016 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Sun Life Financial position peaked at $3.6M in Q3 2018.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.