Envestnet Asset Management
SLF icon

Envestnet Asset Management’s Sun Life Financial SLF Stock Holding History

Envestnet Asset Management’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 		$1.36M Sell
17,385
-896
-5% -$64.5K ﹤0.01% 3424
2026
Q1 		$1.14M Sell
18,281
-1,649
-8% -$105K ﹤0.01% 3385
2025
Q4 		$1.24M Sell
19,930
-561
-3% -$33.9K ﹤0.01% 3146
2025
Q3 		$1.23M Sell
20,491
-3,981
-16% -$239K ﹤0.01% 3212
2025
Q2 		$1.63M Buy
24,472
+2,613
+12% +$160K ﹤0.01% 2970
2025
Q1 		$1.25M Buy
21,859
+52
+0.2% +$2.96K ﹤0.01% 3049
2024
Q4 		$1.29M Buy
21,807
+674
+3% +$39.8K ﹤0.01% 2985
2024
Q3 		$1.23M Sell
21,133
-1,555
-7% -$81.3K ﹤0.01% 2990
2024
Q2 		$1.11M Sell
22,688
-78,585
-78% -$3.99M ﹤0.01% 2962
2024
Q1 		$5.53M Buy
101,273
+75,255
+289% +$3.98M ﹤0.01% 1911
2023
Q4 		$1.35M Sell
26,018
-22,335
-46% -$1.1M ﹤0.01% 2709
2023
Q3 		$2.36M Buy
48,353
+3,688
+8% +$185K ﹤0.01% 2280
2023
Q2 		$2.33M Sell
44,665
-108
-0.2% -$5.31K ﹤0.01% 2186
2023
Q1 		$2.09M Buy
44,773
+22,897
+105% +$1.1M ﹤0.01% 2175
2022
Q4 		$1.02M Sell
21,876
-1,447
-6% -$64K ﹤0.01% 2625
2022
Q3 		$927K Sell
23,323
-2,054
-8% -$92.1K ﹤0.01% 2629
2022
Q2 		$1.16M Sell
25,377
-16
-0.1% -$797 ﹤0.01% 2476
2022
Q1 		$1.42M Buy
25,393
+4,702
+23% +$259K ﹤0.01% 2405
2021
Q4 		$1.15M Buy
20,691
+264
+1% +$14.6K ﹤0.01% 2537
2021
Q3 		$1.05M Buy
20,427
+6,512
+47% +$335K ﹤0.01% 2512
2021
Q2 		$717K Sell
13,915
-12,992
-48% -$686K ﹤0.01% 2744
2021
Q1 		$1.36M Buy
26,907
+3,548
+15% +$174K ﹤0.01% 2190
2020
Q4 		$1.04M Buy
23,359
+2,733
+13% +$118K ﹤0.01% 2185
2020
Q3 		$840K Sell
20,626
-2,273
-10% -$91.9K ﹤0.01% 2119
2020
Q2 		$842K Sell
22,899
-4,409
-16% -$152K ﹤0.01% 2070
2020
Q1 		$876K Buy
27,308
+3,352
+14% +$144K ﹤0.01% 1893
2019
Q4 		$1.09M Sell
23,956
-107
-0.4% -$4.81K ﹤0.01% 1970
2019
Q3 		$1.08M Buy
24,063
+869
+4% +$36.3K ﹤0.01% 1897
2019
Q2 		$959K Buy
23,194
+9,259
+66% +$372K ﹤0.01% 1965
2019
Q1 		$535K Sell
13,935
-4,840
-26% -$178K ﹤0.01% 2314
2018
Q4 		$623K Buy
+18,775
New +$679K ﹤0.01% 2019
2018
Q3 		– Sell
-1,009
Closed -$41K – 2390
2018
Q2 		$41K Buy
1,009
+22
+2% +$911 ﹤0.01% 2260
2018
Q1 		$40K Buy
987
+378
+62% +$15.9K ﹤0.01% 2210
2017
Q4 		$25K Buy
609
+28
+5% +$1.12K ﹤0.01% 2482
2017
Q3 		$23K Sell
581
-287
-33% -$11K ﹤0.01% 2469
2017
Q2 		$31K Buy
868
+764
+735% +$26.4K ﹤0.01% 2493
2017
Q1 		$4K Sell
104
-8
-7% -$304 ﹤0.01% 2936
2016
Q4 		$4K Buy
+112
New +$4.06K ﹤0.01% 2918
2016
Q2 		– Sell
-2,114
Closed -$68K – 3137
2016
Q1 		$68K Buy
+2,114
New +$62.1K ﹤0.01% 2591
2015
Q1 		– Sell
-44
Closed -$2K – 2358
2014
Q4 		$2K Hold
44
– – ﹤0.01% 2338
2014
Q3 		$2K Buy
+44
New +$1.65K ﹤0.01% 2533
2014
Q2 		– Sell
-175
Closed -$6K – 2794
2014
Q1 		$6K Sell
175
-7,334
-98% -$252K ﹤0.01% 2061
2013
Q4 		$265K Sell
7,509
-76
-1% -$2.59K ﹤0.01% 768
2013
Q3 		$243K Sell
7,585
-172
-2% -$5.47K ﹤0.01% 754
2013
Q2 		$230K Buy
+7,757
New +$221K ﹤0.01% 771

Other funds holding SLF

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Envestnet Asset Management's SLF Position: Q2 2026 in Review

Envestnet Asset Management reduced its Sun Life Financial (SLF) stake by 4.9% in Q2 2026, selling an estimated $64.5K and leaving 17,385 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Envestnet Asset Management first reported a position in SLF in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.53M in Q1 2024. 220 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Envestnet Asset Management held 17,385 shares of Sun Life Financial worth $1.36M as of Q2 2026.
  • Envestnet Asset Management sold 896 Sun Life Financial shares in Q2 2026, an estimated $64.5K.
  • Sun Life Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3424 holding.
  • Envestnet Asset Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 45 quarters since.
  • Envestnet Asset Management's Sun Life Financial position peaked at $5.53M in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.