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EP Wealth Advisors’s Sun Life Financial SLF Stock Holding History

EP Wealth Advisors’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 		$543K Buy
6,919
+2,209
+47% +$159K ﹤0.01% 992
2026
Q1 		$295K Buy
4,710
+417
+10% +$26.7K ﹤0.01% 1179
2025
Q4 		$268K Buy
+4,293
New +$259K ﹤0.01% 1200
2025
Q2 		$274K Buy
+4,122
New +$253K ﹤0.01% 1075
2024
Q4 		– Sell
-4,576
Closed -$266K – 1313
2024
Q3 		$266K Buy
+4,576
New +$239K ﹤0.01% 908

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's SLF Position: Q2 2026 in Review

EP Wealth Advisors increased its Sun Life Financial (SLF) stake by 47% in Q2 2026, buying an estimated $159K and bringing the position to 6,919 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

EP Wealth Advisors first reported a position in SLF in Q3 2024 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • EP Wealth Advisors held 6,919 shares of Sun Life Financial worth $543K as of Q2 2026.
  • EP Wealth Advisors bought 2,209 Sun Life Financial shares in Q2 2026, an estimated $159K.
  • Sun Life Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #992 holding.
  • EP Wealth Advisors first reported a position in Sun Life Financial in Q3 2024 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.