CI
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CX Institutional’s Sun Life Financial SLF Stock Holding History

CX Institutional’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 		$92K Hold
1,184
– – ﹤0.01% 891
2026
Q2 		$93K Hold
1,184
– – ﹤0.01% 877
2026
Q1 		$74K Sell
1,184
-715
-38% -$45.7K ﹤0.01% 905
2025
Q4 		$118K Hold
1,899
– – ﹤0.01% 823
2025
Q3 		$114K Hold
1,899
– – ﹤0.01% 805
2025
Q2 		$126K Hold
1,899
– – ﹤0.01% 728
2025
Q1 		$109K Buy
+1,899
New +$108K ﹤0.01% 736
2020
Q4 		– Sell
-1,899
Closed -$77K – 909
2020
Q3 		$77K Buy
+1,899
New +$76.8K 0.01% 341

Other funds holding SLF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional's SLF Position: Q3 2026 in Review

CX Institutional held its Sun Life Financial (SLF) position steady in Q3 2026 at 1,184 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

CX Institutional first reported a position in SLF in Q3 2020 and has held it in 8 quarters since. The position peaked at $126K in Q2 2025. 12 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • CX Institutional held 1,184 shares of Sun Life Financial worth $92K as of Q3 2026.
  • CX Institutional left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #891 holding.
  • CX Institutional first reported a position in Sun Life Financial in Q3 2020 and has held it in 8 quarters since.
  • CX Institutional's Sun Life Financial position peaked at $126K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.