Cetera Investment Advisers
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Cetera Investment Advisers’s Sun Life Financial SLF Stock Holding History

Cetera Investment Advisers’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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Cetera Investment Advisers's SLF Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Sun Life Financial (SLF) stake by 1.9% in Q1 2026, selling an estimated $100K and leaving 79,584 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #1503.

Cetera Investment Advisers first reported a position in SLF in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.06M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Cetera Investment Advisers held 79,584 shares of Sun Life Financial worth $4.98M as of Q1 2026.
  • Cetera Investment Advisers sold 1,571 Sun Life Financial shares in Q1 2026, an estimated $100K.
  • Sun Life Financial made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1503 holding.
  • Cetera Investment Advisers first reported a position in Sun Life Financial in Q3 2018 and has held it in 31 quarters since.
  • Cetera Investment Advisers's Sun Life Financial position peaked at $5.06M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.