EWP
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Elevation Wealth Partners’s Sun Life Financial SLF Stock Holding History

Elevation Wealth Partners’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 		$9.44K Hold
121
– – ﹤0.01% 908
2026
Q2 		$9.49K Buy
+121
New +$8.71K ﹤0.01% 821

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Elevation Wealth Partners's SLF Position: Q3 2026 in Review

Elevation Wealth Partners held its Sun Life Financial (SLF) position steady in Q3 2026 at 121 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Elevation Wealth Partners first reported a position in SLF in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.49K in Q2 2026. 12 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Elevation Wealth Partners held 121 shares of Sun Life Financial worth $9.44K as of Q3 2026.
  • Elevation Wealth Partners left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #908 holding.
  • Elevation Wealth Partners first reported a position in Sun Life Financial in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Sun Life Financial position peaked at $9.49K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.