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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
Q2 		$9.49K Buy
+121
New +$8.71K ﹤0.01% 821

Other funds holding SLF

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 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

Elevation Wealth Partners's SLF Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Sun Life Financial (SLF) in Q2 2026: 121 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings.

151 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Elevation Wealth Partners held 121 shares of Sun Life Financial worth $9.49K as of Q2 2026.
  • Sun Life Financial was a new Elevation Wealth Partners position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #821 holding.
  • 151 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.