CAPTRUST Financial Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.73M | Buy |
75,616
+55,802
| +282% | +$3.57M | 0.01% | 789 |
|
|
2025
Q4 | $1.24M | Sell |
19,814
-681
| -3% | -$41.1K | ﹤0.01% | 1374 |
|
|
2025
Q3 | $1.23M | Buy |
20,495
+2
| +0% | +$120 | ﹤0.01% | 1312 |
|
|
2025
Q2 | $1.36M | Sell |
20,493
-7,313
| -26% | -$448K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $1.59M | Buy |
27,806
+7,513
| +37% | +$428K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $1.2M | Buy |
20,293
+9
| +0% | +$531 | ﹤0.01% | 1143 |
|
|
2024
Q3 | $1.18M | Sell |
20,284
-516
| -2% | -$27K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $1.02M | Buy |
20,800
+10,445
| +101% | +$530K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $565K | Sell |
10,355
-7,031
| -40% | -$372K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $902K | Buy |
17,386
+5,265
| +43% | +$259K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $592K | Buy |
12,121
+1,054
| +10% | +$52.8K | ﹤0.01% | 1539 |
|
|
2023
Q2 | $577K | Sell |
11,067
-1,144
| -9% | -$56.2K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $570K | Buy |
12,211
+1,146
| +10% | +$55.2K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $514K | Buy |
11,065
+230
| +2% | +$10.2K | ﹤0.01% | 1315 |
|
|
2022
Q3 | $431K | Sell |
10,835
-540
| -5% | -$24.2K | ﹤0.01% | 1316 |
|
|
2022
Q2 | $521K | Buy |
11,375
+1,926
| +20% | +$96K | ﹤0.01% | 1126 |
|
|
2022
Q1 | $528K | Buy |
9,449
+912
| +11% | +$50.2K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $475K | Buy |
8,537
+1,227
| +17% | +$67.8K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $376K | Buy |
7,310
+2,157
| +42% | +$111K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $266K | Sell |
5,153
-7
| -0.1% | -$370 | ﹤0.01% | 1341 |
|
|
2021
Q1 | $261K | Sell |
5,160
-24
| -0.5% | -$1.18K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $230K | Sell |
5,184
-311
| -6% | -$13.5K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $225K | Sell |
5,495
-68
| -1% | -$2.75K | ﹤0.01% | 986 |
|
|
2020
Q2 | $200K | Buy |
5,563
+1,038
| +23% | +$35.7K | ﹤0.01% | 1039 |
|
|
2020
Q1 | $138K | Sell |
4,525
-498
| -10% | -$21.3K | ﹤0.01% | 994 |
|
|
2019
Q4 | $230K | Buy |
5,023
+2,801
| +126% | +$126K | ﹤0.01% | 938 |
|
|
2019
Q3 | $100K | Hold |
2,222
| – | – | ﹤0.01% | 777 |
|
|
2019
Q2 | $92K | Buy |
2,222
+113
| +5% | +$4.54K | ﹤0.01% | 786 |
|
|
2019
Q1 | $81K | Buy |
2,109
+153
| +8% | +$5.62K | ﹤0.01% | 763 |
|
|
2018
Q4 | $65K | Hold |
1,956
| – | – | ﹤0.01% | 702 |
|
|
2018
Q3 | $78K | Sell |
1,956
-35
| -2% | -$1.4K | ﹤0.01% | 667 |
|
|
2018
Q2 | $80K | Buy |
+1,991
| New | +$82.4K | ﹤0.01% | 565 |
|
Other funds holding SLF
VCM
CAPTRUST Financial Advisors's SLF Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Sun Life Financial (SLF) stake by 282% in Q1 2026, buying an estimated $3.57M and bringing the position to 75,616 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #789.
CAPTRUST Financial Advisors first reported a position in SLF in Q2 2018 and has held it in 32 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- CAPTRUST Financial Advisors held 75,616 shares of Sun Life Financial worth $4.73M as of Q1 2026.
- CAPTRUST Financial Advisors bought 55,802 Sun Life Financial shares in Q1 2026, an estimated $3.57M.
- Sun Life Financial made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #789 holding.
- CAPTRUST Financial Advisors first reported a position in Sun Life Financial in Q2 2018 and has held it in 32 quarters since.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.