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Cassaday & Co Wealth Management’s Sun Life Financial SLF Stock Holding History

Cassaday & Co Wealth Management’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 		$31.4K Hold
400
– – ﹤0.01% 705
2026
Q1 		$25K Buy
+400
New +$25.6K ﹤0.01% 751

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Bank of Montreal
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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

Cassaday & Co Wealth Management's SLF Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 400 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Cassaday & Co Wealth Management first reported a position in SLF in Q1 2026 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Cassaday & Co Wealth Management held 400 shares of Sun Life Financial worth $31.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #705 holding.
  • Cassaday & Co Wealth Management first reported a position in Sun Life Financial in Q1 2026 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.