Capital Advisors Ltd’s Sun Life Financial SLF Stock Holding History

Capital Advisors Ltd’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	$149K	Hold	1,903	–	–	0.02%	338
2026 Q1	$119K	Hold	1,903	–	–	0.01%	353
2025 Q4	$119K	Hold	1,903	–	–	0.01%	342
2025 Q3	$114K	Hold	1,903	–	–	0.01%	345
2025 Q2	$126K	Hold	1,903	–	–	0.02%	323
2025 Q1	$109K	Hold	1,903	–	–	0.01%	333
2024 Q4	$113K	Hold	1,903	–	–	0.01%	328
2024 Q3	$110K	Hold	1,903	–	–	0.01%	334
2024 Q2	$93K	Hold	1,903	–	–	0.01%	345
2024 Q1	$104K	Hold	1,903	–	–	0.01%	338
2023 Q4	$99K	Hold	1,903	–	–	0.01%	333
2023 Q3	$93K	Hold	1,903	–	–	0.01%	335
2023 Q2	$99K	Hold	1,903	–	–	0.01%	338
2023 Q1	$89K	Hold	1,903	–	–	0.01%	325
2022 Q4	$88K	Hold	1,903	–	–	0.02%	326
2022 Q3	$76K	Hold	1,903	–	–	0.01%	333
2022 Q2	$87K	Hold	1,903	–	–	0.02%	316
2022 Q1	$106K	Hold	1,903	–	–	0.02%	309
2021 Q4	$106K	Hold	1,903	–	–	0.02%	292
2021 Q3	$98K	Hold	1,903	–	–	0.02%	279
2021 Q2	$98K	Hold	1,903	–	–	0.02%	266
2021 Q1	$96K	Hold	1,903	–	–	0.02%	244
2020 Q4	$85K	Hold	1,903	–	–	0.02%	242
2020 Q3	$78K	Hold	1,903	–	–	0.02%	241
2020 Q2	$70K	Hold	1,903	–	–	0.02%	251
2020 Q1	$61K	Hold	1,903	–	–	0.02%	246
2019 Q4	$87K	Hold	1,903	–	–	0.02%	219
2019 Q3	$85K	Sell	1,903 -490	-20%	-$20.5K	0.02%	215
2019 Q2	$110K	Buy	2,393 +490	+26%	+$19.7K	0.03%	200
2019 Q1	$73K	Hold	1,903	–	–	0.02%	253
2018 Q4	$63K	Hold	1,903	–	–	0.02%	260
2018 Q3	$76K	Hold	1,903	–	–	0.02%	258
2018 Q2	$76K	Hold	1,903	–	–	0.02%	200
2018 Q1	$78K	Hold	1,903	–	–	0.03%	194
2017 Q4	$79K	Hold	1,903	–	–	0.03%	190
2017 Q3	$76K	Hold	1,903	–	–	0.03%	184
2017 Q2	$68K	Hold	1,903	–	–	0.03%	191
2017 Q1	$70K	Hold	1,903	–	–	0.03%	175
2016 Q4	$73K	Hold	1,903	–	–	0.03%	166
2016 Q3	$62K	Hold	1,903	–	–	0.03%	173
2016 Q2	$62K	Hold	1,903	–	–	0.03%	168
2016 Q1	$61K	Hold	1,903	–	–	0.03%	167
2015 Q4	$59K	Hold	1,903	–	–	0.03%	164
2015 Q3	$61K	Hold	1,903	–	–	0.03%	165
2015 Q2	$64K	Hold	1,903	–	–	0.03%	168
2015 Q1	$59K	Hold	1,903	–	–	0.03%	167
2014 Q4	$69K	Buy	1,903 +1	+0.1%	+$36	0.04%	153
2014 Q3	$69K	Sell	1,902 -1	-0.1%	-$38	0.04%	152
2014 Q2	$70K	Hold	1,903	–	–	0.04%	160
2014 Q1	$66K	Hold	1,903	–	–	0.04%	163
2013 Q4	$67K	Buy	+1,903	New	+$64.8K	0.04%	130

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

Capital Advisors Ltd's SLF Position: Q2 2026 in Review

Capital Advisors Ltd held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,903 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #338.

Capital Advisors Ltd first reported a position in SLF in Q4 2013 and has held it in 51 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Capital Advisors Ltd held 1,903 shares of Sun Life Financial worth $149K as of Q2 2026.
Capital Advisors Ltd left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #338 holding.
Capital Advisors Ltd first reported a position in Sun Life Financial in Q4 2013 and has held it in 51 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.