Diversify Advisory Services’s Sun Life Financial SLF Stock Holding History

Diversify Advisory 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	$790K	Buy	+9,521	New	+$685K	0.01%	718
2026 Q1	–	Sell	-8,580	Closed	-$539K	–	747
2025 Q4	$539K	Buy	8,580 +12	+0.1%	+$725	0.02%	581
2025 Q3	$523K	Hold	8,568	–	–	0.02%	550
2025 Q2	$494K	Buy	8,568 +2,900	+51%	+$178K	0.02%	535
2025 Q1	$336K	Sell	5,668 -40	-0.7%	-$2.28K	0.02%	461
2024 Q4	$327K	Buy	5,708 +23	+0.4%	+$1.36K	0.02%	460
2024 Q3	$322K	Sell	5,685 -14	-0.2%	-$732	0.02%	482
2024 Q2	$280K	Sell	5,699 -45	-0.8%	-$2.28K	0.02%	527
2024 Q1	$310K	Buy	+5,744	New	+$304K	0.02%	532

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

Diversify Advisory Services's SLF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Sun Life Financial (SLF) in Q2 2026: 9,521 shares worth $790K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SLF as recently as Q4 2025.

Diversify Advisory Services first reported a position in SLF in Q1 2024 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Diversify Advisory Services held 9,521 shares of Sun Life Financial worth $790K as of Q2 2026.
Sun Life Financial was a new Diversify Advisory Services position in Q2 2026.
Sun Life Financial made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #718 holding.
Diversify Advisory Services first reported a position in Sun Life Financial in Q1 2024 and has held it in 9 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.