Checchi Capital Advisers’s Sun Life Financial SLF Stock Holding History

Checchi Capital 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 Q2	$278K	Sell	3,582 -17	-0.5%	-$1.22K	0.01%	502
2026 Q1	$225K	Buy	3,599 +214	+6%	+$13.7K	0.01%	556
2025 Q4	$211K	Sell	3,385 -18	-0.5%	-$1.09K	0.01%	517
2025 Q3	$204K	Hold	3,403	–	–	0.01%	537
2025 Q2	$226K	Sell	3,403 -744	-18%	-$45.6K	0.01%	529
2025 Q1	$237K	Buy	4,147 +428	+12%	+$24.4K	0.01%	517
2024 Q4	$221K	Buy	3,719 +192	+5%	+$11.3K	0.01%	523
2024 Q3	$205K	Buy	+3,527	New	+$184K	0.01%	557
2016 Q3	–	Sell	-2,378	Closed	-$78K	–	1071
2016 Q2	$78K	Hold	2,378	–	–	0.01%	677
2016 Q1	$77K	Buy	+2,378	New	+$69.8K	0.02%	680

Other funds holding SLF

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Checchi Capital Advisers's SLF Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Sun Life Financial (SLF) stake by 0.47% in Q2 2026, selling an estimated $1.22K and leaving 3,582 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #502.

Checchi Capital Advisers first reported a position in SLF in Q1 2016 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Checchi Capital Advisers held 3,582 shares of Sun Life Financial worth $278K as of Q2 2026.
Checchi Capital Advisers sold 17 Sun Life Financial shares in Q2 2026, an estimated $1.22K.
Sun Life Financial made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #502 holding.
Checchi Capital Advisers first reported a position in Sun Life Financial in Q1 2016 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.