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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
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

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

CoreCap Advisors's SLF Position: Q2 2026 in Review

CoreCap Advisors increased its Sun Life Financial (SLF) stake by 4.7% in Q2 2026, buying an estimated $4.46K and bringing the position to 1,368 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

CoreCap Advisors first reported a position in SLF in Q4 2021 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • CoreCap Advisors held 1,368 shares of Sun Life Financial worth $107K as of Q2 2026.
  • CoreCap Advisors bought 62 Sun Life Financial shares in Q2 2026, an estimated $4.46K.
  • Sun Life Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1072 holding.
  • CoreCap Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 12 quarters since.
  • 66 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.