Clearstead Advisors’s Sun Life Financial SLF Stock Holding History

Clearstead Advisors’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	$195K	Buy	+2,487	New	+$179K	﹤0.01%	1073
2024 Q2	–	Sell	-2	Closed	-$102	–	2066
2024 Q1	$102	Hold	2	–	–	﹤0.01%	1505
2023 Q4	$104	Hold	2	–	–	﹤0.01%	1496
2023 Q3	$98	Hold	2	–	–	﹤0.01%	1456
2023 Q2	$105	Sell	2 -507	-100%	-$24.9K	﹤0.01%	1350
2023 Q1	$23.8K	Hold	509	–	–	﹤0.01%	815
2022 Q4	$23.6K	Hold	509	–	–	﹤0.01%	769
2022 Q3	$20K	Hold	509	–	–	﹤0.01%	773
2022 Q2	$23K	Hold	509	–	–	﹤0.01%	772
2022 Q1	$28K	Hold	509	–	–	﹤0.01%	790
2021 Q4	$28K	Hold	509	–	–	﹤0.01%	750
2021 Q3	$26K	Hold	509	–	–	﹤0.01%	735
2021 Q2	$26K	Buy	509 +2	+0.4%	+$106	﹤0.01%	665
2021 Q1	$26K	Hold	507	–	–	﹤0.01%	631
2020 Q4	$23K	Hold	507	–	–	﹤0.01%	610
2020 Q3	$21K	Hold	507	–	–	﹤0.01%	581
2020 Q2	$19K	Hold	507	–	–	﹤0.01%	532
2020 Q1	$16K	Buy	+507	New	+$21.7K	﹤0.01%	528

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clearstead Advisors's SLF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,487 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SLF as recently as Q1 2024.

Clearstead Advisors first reported a position in SLF in Q1 2020 and has held it in 18 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Clearstead Advisors held 2,487 shares of Sun Life Financial worth $195K as of Q2 2026.
Sun Life Financial was a new Clearstead Advisors position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1073 holding.
Clearstead Advisors first reported a position in Sun Life Financial in Q1 2020 and has held it in 18 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.