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

EverSource 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 		$212K Sell
2,704
-863
-24% -$62.1K 0.01% 972
2026
Q1 		$223K Buy
3,567
+1,101
+45% +$70.4K 0.01% 993
2025
Q4 		$154K Buy
2,466
+360
+17% +$21.8K 0.01% 1085
2025
Q3 		$126K Buy
2,106
+372
+21% +$22.4K 0.01% 1152
2025
Q2 		$115K Buy
1,734
+692
+66% +$42.4K 0.01% 1127
2025
Q1 		$59.7K Buy
1,042
+254
+32% +$14.5K ﹤0.01% 1154
2024
Q4 		$46.8K Buy
788
+3
+0.4% +$177 ﹤0.01% 1220
2024
Q3 		$45.5K Sell
785
-3,498
-82% -$183K ﹤0.01% 1113
2024
Q2 		$212K Buy
4,283
+25
+0.6% +$1.27K 0.01% 539
2024
Q1 		$217K Buy
4,258
+131
+3% +$6.93K 0.02% 463
2023
Q4 		$214K Buy
4,127
+267
+7% +$13.1K 0.02% 419
2023
Q3 		$188K Sell
3,860
-3,142
-45% -$158K 0.02% 413
2023
Q2 		$365K Buy
7,002
+6,793
+3,250% +$334K 0.04% 276
2023
Q1 		$9.76K Buy
+209
New +$10.1K ﹤0.01% 1372

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

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

EverSource Wealth Advisors reduced its Sun Life Financial (SLF) stake by 24% in Q2 2026, selling an estimated $62.1K and leaving 2,704 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #972.

EverSource Wealth Advisors first reported a position in SLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $365K in Q2 2023. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • EverSource Wealth Advisors held 2,704 shares of Sun Life Financial worth $212K as of Q2 2026.
  • EverSource Wealth Advisors sold 863 Sun Life Financial shares in Q2 2026, an estimated $62.1K.
  • Sun Life Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #972 holding.
  • EverSource Wealth Advisors first reported a position in Sun Life Financial in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Sun Life Financial position peaked at $365K in Q2 2023.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.