Cetera Investment Advisers’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
Q2 | $6.32M | Buy |
80,563
+979
| +1% | +$70.5K | 0.01% | 1447 |
|
|
2026
Q1 | $4.98M | Sell |
79,584
-1,571
| -2% | -$100K | 0.01% | 1503 |
|
|
2025
Q4 | $5.06M | Buy |
81,155
+936
| +1% | +$56.5K | 0.01% | 1456 |
|
|
2025
Q3 | $4.82M | Buy |
80,219
+15,849
| +25% | +$953K | 0.01% | 1429 |
|
|
2025
Q2 | $4.28M | Buy |
64,370
+1,514
| +2% | +$92.8K | 0.01% | 1292 |
|
|
2025
Q1 | $3.6M | Buy |
62,856
+11,161
| +22% | +$636K | 0.01% | 1327 |
|
|
2024
Q4 | $3.07M | Sell |
51,695
-4,227
| -8% | -$249K | 0.01% | 1345 |
|
|
2024
Q3 | $3.24M | Buy |
55,922
+1,255
| +2% | +$65.6K | 0.01% | 1272 |
|
|
2024
Q2 | $2.68M | Sell |
54,667
-9,573
| -15% | -$486K | 0.01% | 1364 |
|
|
2024
Q1 | $3.51M | Buy |
64,240
+33,401
| +108% | +$1.77M | 0.01% | 1185 |
|
|
2023
Q4 | $1.6M | Buy |
30,839
+1,013
| +3% | +$49.9K | 0.01% | 881 |
|
|
2023
Q3 | $1.46M | Sell |
29,826
-2,139
| -7% | -$107K | 0.01% | 884 |
|
|
2023
Q2 | $1.67M | Buy |
31,965
+1,532
| +5% | +$75.3K | 0.01% | 851 |
|
|
2023
Q1 | $1.42M | Buy |
30,433
+4,457
| +17% | +$215K | 0.01% | 880 |
|
|
2022
Q4 | $1.21M | Buy |
25,976
+2,906
| +13% | +$129K | 0.01% | 918 |
|
|
2022
Q3 | $917K | Buy |
23,070
+434
| +2% | +$19.5K | 0.02% | 756 |
|
|
2022
Q2 | $1.04M | Buy |
22,636
+534
| +2% | +$26.6K | 0.02% | 781 |
|
|
2022
Q1 | $1.23M | Sell |
22,102
-345
| -2% | -$19K | 0.02% | 745 |
|
|
2021
Q4 | $1.25M | Buy |
22,447
+269
| +1% | +$14.9K | 0.02% | 723 |
|
|
2021
Q3 | $1.14M | Buy |
22,178
+773
| +4% | +$39.8K | 0.02% | 729 |
|
|
2021
Q2 | $1.1M | Buy |
21,405
+1,689
| +9% | +$89.2K | 0.02% | 738 |
|
|
2021
Q1 | $997K | Buy |
19,716
+1,799
| +10% | +$88.1K | 0.02% | 674 |
|
|
2020
Q4 | $797K | Buy |
17,917
+508
| +3% | +$22K | 0.02% | 757 |
|
|
2020
Q3 | $709K | Buy |
17,409
+399
| +2% | +$16.1K | 0.06% | 314 |
|
|
2020
Q2 | $625K | Buy |
17,010
+320
| +2% | +$11K | 0.06% | 318 |
|
|
2020
Q1 | $536K | Buy |
16,690
+670
| +4% | +$28.7K | 0.07% | 288 |
|
|
2019
Q4 | $730K | Buy |
16,020
+631
| +4% | +$28.4K | 0.07% | 263 |
|
|
2019
Q3 | $691K | Buy |
15,389
+2,873
| +23% | +$120K | 0.08% | 248 |
|
|
2019
Q2 | $521K | Sell |
12,516
-659
| -5% | -$26.5K | 0.07% | 281 |
|
|
2019
Q1 | $507K | Buy |
13,175
+2,086
| +19% | +$76.6K | 0.07% | 274 |
|
|
2018
Q4 | $366K | Buy |
11,089
+1,914
| +21% | +$69.2K | 0.06% | 307 |
|
|
2018
Q3 | $367K | Buy |
+9,175
| New | +$367K | 0.05% | 334 |
|
Other funds holding SLF
Cetera Investment Advisers's SLF Position: Q2 2026 in Review
Cetera Investment Advisers increased its Sun Life Financial (SLF) stake by 1.2% in Q2 2026, buying an estimated $70.5K and bringing the position to 80,563 shares worth $6.32M. The position accounts for 0.01% of the portfolio, ranked #1447.
Cetera Investment Advisers first reported a position in SLF in Q3 2018 and has held it in 32 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.
- Cetera Investment Advisers held 80,563 shares of Sun Life Financial worth $6.32M as of Q2 2026.
- Cetera Investment Advisers bought 979 Sun Life Financial shares in Q2 2026, an estimated $70.5K.
- Sun Life Financial made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1447 holding.
- Cetera Investment Advisers first reported a position in Sun Life Financial in Q3 2018 and has held it in 32 quarters since.
- 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.