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Farther Finance Advisors’s Sun Life Financial SLF Stock Holding History

Farther Finance 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
Q3 		$98.5K Buy
1,263
+54
+4% +$4.34K ﹤0.01% 2874
2026
Q2 		$94.8K Buy
1,209
+1
+0.1% +$72 ﹤0.01% 2739
2026
Q1 		$76K Buy
1,208
+1
+0.1% +$64 ﹤0.01% 2710
2025
Q4 		$75.3K Sell
1,207
-95
-7% -$5.74K ﹤0.01% 2529
2025
Q3 		$78.1K Buy
1,302
+186
+17% +$11.2K ﹤0.01% 2179
2025
Q2 		$74.2K Buy
1,116
+834
+296% +$51.1K ﹤0.01% 1915
2025
Q1 		$16.4K Sell
282
-124
-31% -$7.07K ﹤0.01% 2485
2024
Q4 		$24.1K Buy
406
+75
+23% +$4.42K ﹤0.01% 2008
2024
Q3 		$19.2K Buy
331
+45
+16% +$2.35K ﹤0.01% 2103
2024
Q2 		$13.9K Buy
286
+57
+25% +$2.89K ﹤0.01% 1929
2024
Q1 		$12.3K Buy
229
+87
+61% +$4.6K ﹤0.01% 1676
2023
Q4 		$7.38K Sell
142
-866
-86% -$42.6K ﹤0.01% 1761
2023
Q3 		$49.2K Buy
+1,008
New +$50.5K 0.01% 778

Other funds holding SLF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's SLF Position: Q3 2026 in Review

Farther Finance Advisors increased its Sun Life Financial (SLF) stake by 4.5% in Q3 2026, buying an estimated $4.34K and bringing the position to 1,263 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Farther Finance Advisors first reported a position in SLF in Q3 2023 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Farther Finance Advisors held 1,263 shares of Sun Life Financial worth $98.5K as of Q3 2026.
  • Farther Finance Advisors bought 54 Sun Life Financial shares in Q3 2026, an estimated $4.34K.
  • Sun Life Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2874 holding.
  • Farther Finance Advisors first reported a position in Sun Life Financial in Q3 2023 and has held it in 13 quarters since.
  • 12 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.