Commonwealth Equity Services
SLF icon

Commonwealth Equity Services’s Sun Life Financial SLF Stock Holding History

Commonwealth Equity Services’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 		$4.35M Buy
55,524
+2,299
+4% +$165K 0.01% 1516
2026
Q1 		$3.33M Buy
53,225
+283
+0.5% +$18.1K ﹤0.01% 1626
2025
Q4 		$3.3M Sell
52,942
-394
-0.7% -$23.8K ﹤0.01% 1614
2025
Q3 		$3.2M Sell
53,336
-3,407
-6% -$205K ﹤0.01% 1660
2025
Q2 		$3.77M Sell
56,743
-1,253
-2% -$76.8K 0.01% 1524
2025
Q1 		$3.32M Sell
57,996
-1,422
-2% -$81K ﹤0.01% 1561
2024
Q4 		$3.53M Sell
59,418
-702
-1% -$41.4K 0.01% 1466
2024
Q3 		$3.49M Buy
60,120
+582
+1% +$30.4K 0.01% 1475
2024
Q2 		$2.92M Sell
59,538
-1,130
-2% -$57.3K ﹤0.01% 1548
2024
Q1 		$3.31M Sell
60,668
-473
-0.8% -$25K 0.01% 1435
2023
Q4 		$3.17M Sell
61,141
-1,400
-2% -$68.9K 0.01% 1389
2023
Q3 		$3.05M Buy
62,541
+4,963
+9% +$249K 0.01% 1326
2023
Q2 		$3M Sell
57,578
-336
-0.6% -$16.5K 0.01% 1355
2023
Q1 		$2.7K Buy
57,914
+3,105
+6% +$149K 0.01% 1360
2022
Q4 		$2.54M Buy
54,809
+2,304
+4% +$102K 0.01% 1344
2022
Q3 		$2.09M Buy
52,505
+305
+0.6% +$13.7K 0.01% 1389
2022
Q2 		$2.39M Buy
52,200
+3,469
+7% +$173K 0.01% 1320
2022
Q1 		$2.72M Buy
48,731
+2,502
+5% +$138K 0.01% 1305
2021
Q4 		$2.57M Buy
46,229
+440
+1% +$24.3K 0.01% 1328
2021
Q3 		$2.35M Sell
45,789
-38
-0.1% -$1.96K 0.01% 1330
2021
Q2 		$2.36M Buy
45,827
+2,237
+5% +$118K 0.01% 1315
2021
Q1 		$2.2M Sell
43,590
-3,125
-7% -$153K 0.01% 1256
2020
Q4 		$2.08M Sell
46,715
-1,037
-2% -$44.9K 0.01% 1206
2020
Q3 		$1.94M Sell
47,752
-295
-0.6% -$11.9K 0.01% 1114
2020
Q2 		$1.76M Sell
48,047
-2,379
-5% -$81.8K 0.01% 1091
2020
Q1 		$1.62M Sell
50,426
-1,584
-3% -$67.9K 0.01% 995
2019
Q4 		$2.37M Buy
52,010
+390
+0.8% +$17.5K 0.01% 944
2019
Q3 		$2.31M Buy
51,620
+1,106
+2% +$46.2K 0.01% 906
2019
Q2 		$2.09M Buy
50,514
+1,193
+2% +$47.9K 0.01% 935
2019
Q1 		$1.89M Buy
49,321
+1,515
+3% +$55.6K 0.01% 944
2018
Q4 		$1.59M Buy
47,806
+4,230
+10% +$153K 0.01% 965
2018
Q3 		$1.73M Sell
43,576
-9,094
-17% -$364K 0.01% 997
2018
Q2 		$2.11M Sell
52,670
-1,126
-2% -$46.6K 0.01% 874
2018
Q1 		$2.21M Buy
53,796
+4,998
+10% +$211K 0.01% 816
2017
Q4 		$2.01M Buy
48,798
+1,453
+3% +$57.9K 0.01% 851
2017
Q3 		$1.89M Buy
47,345
+2,355
+5% +$89.9K 0.01% 827
2017
Q2 		$1.61M Sell
44,990
-298
-0.7% -$10.3K 0.01% 903
2017
Q1 		$1.66M Buy
45,288
+3,822
+9% +$145K 0.01% 842
2016
Q4 		$1.59M Buy
41,466
+846
+2% +$30.7K 0.01% 817
2016
Q3 		$1.32M Sell
40,620
-3,288
-7% -$106K 0.01% 866
2016
Q2 		$1.44M Buy
43,908
+455
+1% +$15.3K 0.01% 802
2016
Q1 		$1.4M Buy
43,453
+4,187
+11% +$123K 0.01% 795
2015
Q4 		$1.23M Buy
39,266
+9,311
+31% +$307K 0.01% 829
2015
Q3 		$966K Buy
29,955
+616
+2% +$20K 0.01% 913
2015
Q2 		$980K Buy
29,339
+1,185
+4% +$39.1K 0.01% 974
2015
Q1 		$868K Buy
28,154
+2,119
+8% +$67.7K 0.01% 1025
2014
Q4 		$939K Sell
26,035
-2,967
-10% -$106K 0.01% 928
2014
Q3 		$1.05M Buy
29,002
+2,054
+8% +$77.2K 0.01% 844
2014
Q2 		$989K Buy
26,948
+10,092
+60% +$348K 0.01% 873
2014
Q1 		$584K Sell
16,856
-357
-2% -$12.3K 0.01% 1084
2013
Q4 		$608K Buy
17,213
+67
+0.4% +$2.28K 0.01% 1045
2013
Q3 		$548K Sell
17,146
-265
-2% -$8.43K 0.01% 1045
2013
Q2 		$516K Buy
+17,411
New +$495K 0.01% 1007

Other funds holding SLF

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

Commonwealth Equity Services's SLF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Sun Life Financial (SLF) stake by 4.3% in Q2 2026, buying an estimated $165K and bringing the position to 55,524 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #1516.

Commonwealth Equity Services first reported a position in SLF in Q2 2013 and has held it in 53 quarters since. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Commonwealth Equity Services held 55,524 shares of Sun Life Financial worth $4.35M as of Q2 2026.
  • Commonwealth Equity Services bought 2,299 Sun Life Financial shares in Q2 2026, an estimated $165K.
  • Sun Life Financial made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1516 holding.
  • Commonwealth Equity Services first reported a position in Sun Life Financial in Q2 2013 and has held it in 53 quarters since.
  • 168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.