Carson Wealth (CWM LLC)’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 | $383K | Sell |
6,126
-1,007
| -14% | -$64.4K | ﹤0.01% | 2218 |
|
|
2025
Q4 | $445K | Sell |
7,133
-1,453
| -17% | -$87.8K | ﹤0.01% | 1993 |
|
|
2025
Q3 | $515K | Buy |
8,586
+2,166
| +34% | +$130K | ﹤0.01% | 1782 |
|
|
2025
Q2 | $427K | Buy |
6,420
+1,396
| +28% | +$85.6K | ﹤0.01% | 1664 |
|
|
2025
Q1 | $288K | Buy |
5,024
+8
| +0.2% | +$456 | ﹤0.01% | 1693 |
|
|
2024
Q4 | $298K | Buy |
5,016
+15
| +0.3% | +$885 | ﹤0.01% | 1595 |
|
|
2024
Q3 | $290K | Sell |
5,001
-1,312
| -21% | -$68.6K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $309K | Buy |
6,313
+1,681
| +36% | +$85.3K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $253K | Buy |
4,632
+77
| +2% | +$4.07K | ﹤0.01% | 1405 |
|
|
2023
Q4 | $236K | Sell |
4,555
-1,329
| -23% | -$65.4K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $287K | Buy |
5,884
+643
| +12% | +$32.2K | ﹤0.01% | 1171 |
|
|
2023
Q2 | $273K | Sell |
5,241
-848
| -14% | -$41.7K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $284K | Sell |
6,089
-18
| -0.3% | -$867 | ﹤0.01% | 1076 |
|
|
2022
Q4 | $283K | Sell |
6,107
-117
| -2% | -$5.18K | ﹤0.01% | 976 |
|
|
2022
Q3 | $247K | Buy |
6,224
+1,112
| +22% | +$49.8K | ﹤0.01% | 973 |
|
|
2022
Q2 | $234K | Sell |
5,112
-483
| -9% | -$24.1K | ﹤0.01% | 980 |
|
|
2022
Q1 | $312K | Buy |
5,595
+299
| +6% | +$16.5K | ﹤0.01% | 870 |
|
|
2021
Q4 | $295K | Buy |
+5,296
| New | +$293K | ﹤0.01% | 879 |
|
|
2021
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2021
Q1 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2020
Q3 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2020
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2020
Q1 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2019
Q4 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2019
Q3 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 928 |
|
|
2019
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 927 |
|
|
2019
Q1 | $186K | Buy |
3,608
+2,909
| +416% | +$107K | ﹤0.01% | 927 |
|
|
2018
Q4 | $23K | Buy |
699
+199
| +40% | +$7.2K | ﹤0.01% | 1098 |
|
|
2018
Q3 | $20K | Sell |
500
-48
| -9% | -$1.92K | ﹤0.01% | 957 |
|
|
2018
Q2 | $22K | Buy |
548
+48
| +10% | +$1.99K | ﹤0.01% | 821 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 704 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 690 |
|
|
2017
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 708 |
|
|
2017
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 653 |
|
|
2017
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 620 |
|
|
2016
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 595 |
|
|
2016
Q3 | $16K | Buy |
+500
| New | +$16.1K | ﹤0.01% | 588 |
|
Other funds holding SLF
Carson Wealth (CWM LLC)'s SLF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Sun Life Financial (SLF) stake by 14% in Q1 2026, selling an estimated $64.4K and leaving 6,126 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.
Carson Wealth (CWM LLC) first reported a position in SLF in Q3 2016 and has held it in 38 quarters since. The position peaked at $515K in Q3 2025. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,126 shares of Sun Life Financial worth $383K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,007 Sun Life Financial shares in Q1 2026, an estimated $64.4K.
- Sun Life Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2218 holding.
- Carson Wealth (CWM LLC) first reported a position in Sun Life Financial in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Sun Life Financial position peaked at $515K in Q3 2025.
- 451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.