Confluence Wealth Services’s Sun Life Financial SLF Stock Holding History

Confluence Wealth 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	$396K	Buy	5,051 +66	+1%	+$4.75K	0.01%	366
2026 Q1	$312K	Hold	4,985	–	–	0.01%	317
2025 Q4	$311K	Hold	4,985	–	–	0.01%	314
2025 Q3	$299K	Hold	4,985	–	–	0.01%	318
2025 Q2	$331K	Hold	4,985	–	–	0.02%	296
2025 Q1	$288K	Hold	4,985	–	–	0.02%	290
2024 Q4	$294K	Hold	4,985	–	–	0.02%	283
2024 Q3	$289K	Hold	4,985	–	–	0.02%	287
2024 Q2	$244K	Hold	4,985	–	–	0.02%	333
2024 Q1	$272K	Hold	4,985	–	–	0.02%	283
2023 Q4	$259K	Hold	4,985	–	–	0.03%	254
2023 Q3	$243K	Hold	4,985	–	–	0.05%	234
2023 Q2	$260K	Hold	4,985	–	–	0.06%	230
2023 Q1	$233K	Hold	4,985	–	–	0.05%	237
2022 Q4	$231K	Sell	4,985 -1,069	-18%	-$47.3K	0.06%	213
2022 Q3	$240K	Hold	6,054	–	–	0.1%	195
2022 Q2	$289K	Buy	+6,054	New	+$302K	0.13%	201

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

Confluence Wealth Services's SLF Position: Q2 2026 in Review

Confluence Wealth Services increased its Sun Life Financial (SLF) stake by 1.3% in Q2 2026, buying an estimated $4.75K and bringing the position to 5,051 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #366.

Confluence Wealth Services first reported a position in SLF in Q2 2022 and has held it in 17 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Confluence Wealth Services held 5,051 shares of Sun Life Financial worth $396K as of Q2 2026.
Confluence Wealth Services bought 66 Sun Life Financial shares in Q2 2026, an estimated $4.75K.
Sun Life Financial made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #366 holding.
Confluence Wealth Services first reported a position in Sun Life Financial in Q2 2022 and has held it in 17 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.