CoreCap Advisors
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CoreCap Advisors’s Sun Life Financial SLF Stock Holding History

CoreCap 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
Q3 		$107K Hold
1,368
– – ﹤0.01% 1078
2026
Q2 		$107K Buy
1,368
+62
+5% +$4.46K ﹤0.01% 1072
2026
Q1 		$81.7K Buy
1,306
+215
+20% +$13.7K ﹤0.01% 1105
2025
Q4 		$68.1K Hold
1,091
– – ﹤0.01% 1179
2025
Q3 		$65.5K Sell
1,091
-300
-22% -$18K ﹤0.01% 1200
2025
Q2 		$92.4K Buy
1,391
+600
+76% +$36.8K ﹤0.01% 1013
2025
Q1 		$45.3K Buy
791
+3
+0.4% +$171 ﹤0.01% 1206
2024
Q4 		$46.8K Hold
788
– – ﹤0.01% 1204
2024
Q3 		$45.7K Buy
+788
New +$41.2K ﹤0.01% 1223
2024
Q2 		– Sell
-452
Closed -$24.7K – 2429
2024
Q1 		$24.7K Buy
+452
New +$23.9K ﹤0.01% 1388
2022
Q4 		$21K Buy
+452
New +$20K ﹤0.01% 1284
2022
Q3 		– Sell
-452
Closed -$21K – 1828
2022
Q2 		$21K Buy
+452
New +$22.5K ﹤0.01% 1227
2022
Q1 		– Sell
-452
Closed -$25K – 1829
2021
Q4 		$25K Buy
+452
New +$25K ﹤0.01% 1255

Other funds holding SLF

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

CoreCap Advisors's SLF Position: Q3 2026 in Review

CoreCap Advisors held its Sun Life Financial (SLF) position steady in Q3 2026 at 1,368 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

CoreCap Advisors first reported a position in SLF in Q4 2021 and has held it in 13 quarters since. The position peaked at $107K in Q2 2026. 86 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • CoreCap Advisors held 1,368 shares of Sun Life Financial worth $107K as of Q3 2026.
  • CoreCap Advisors left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1078 holding.
  • CoreCap Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Sun Life Financial position peaked at $107K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.