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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

EverSource Wealth Advisors's SLF Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sun Life Financial (SLF) stake by 45% in Q1 2026, buying an estimated $70.4K and bringing the position to 3,567 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #993.

EverSource Wealth Advisors first reported a position in SLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $365K in Q2 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

EverSource Wealth Advisors held 3,567 shares of Sun Life Financial worth $223K as of Q1 2026.
EverSource Wealth Advisors bought 1,101 Sun Life Financial shares in Q1 2026, an estimated $70.4K.
Sun Life Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #993 holding.
EverSource Wealth Advisors first reported a position in Sun Life Financial in Q1 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Sun Life Financial position peaked at $365K in Q2 2023.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.