Capital Analysts LLC’s Sun Life Financial SLF Stock Holding History

Capital Analysts LLC’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	$58K	Buy	+738	New	+$53.1K	﹤0.01%	960
2023 Q3	–	Sell	-262	Closed	-$14K	–	1198
2023 Q2	$14K	Hold	262	–	–	﹤0.01%	783
2023 Q1	$12K	Hold	262	–	–	﹤0.01%	790
2022 Q4	$12K	Hold	262	–	–	﹤0.01%	833
2022 Q3	$10K	Hold	262	–	–	﹤0.01%	803
2022 Q2	$12K	Hold	262	–	–	﹤0.01%	776
2022 Q1	$15K	Buy	+262	New	+$14.4K	﹤0.01%	706

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 Analysts LLC's SLF Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Sun Life Financial (SLF) in Q2 2026: 738 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in SLF as recently as Q2 2023.

Capital Analysts LLC first reported a position in SLF in Q1 2022 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Capital Analysts LLC held 738 shares of Sun Life Financial worth $58K as of Q2 2026.
Sun Life Financial was a new Capital Analysts LLC position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #960 holding.
Capital Analysts LLC first reported a position in Sun Life Financial in Q1 2022 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.