First Affirmative Financial Network’s Sun Life Financial SLF Stock Holding History

First Affirmative Financial Network’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	$342K	Buy	+4,392	New	+$353K	0.08%	271
2026 Q1	$291K	Buy	+4,657	New	+$298K	0.11%	216
2025 Q3	$294K	Sell	4,905 -52	-1%	-$3.13K	0.14%	192
2025 Q2	$329K	Sell	4,957 -227	-4%	-$13.9K	0.17%	159
2025 Q1	$297K	Sell	5,184 -573	-10%	-$32.7K	0.18%	162
2024 Q4	$342K	Sell	5,757 -149	-3%	-$8.79K	0.2%	139
2024 Q3	$343K	Sell	5,906 -250	-4%	-$13.1K	0.19%	147
2024 Q2	$302K	Buy	6,156 +160	+3%	+$8.12K	0.21%	150
2024 Q1	$327K	Buy	5,996 +726	+14%	+$38.4K	0.24%	136
2023 Q4	$273K	Buy	5,270 +318	+6%	+$15.6K	0.22%	160
2023 Q3	$242K	Buy	+4,952	New	+$248K	0.24%	146

Other funds holding SLF

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

First Affirmative Financial Network's SLF Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Sun Life Financial (SLF) in Q3 2026: 4,392 shares worth $342K. The stake represents 0.08% of the portfolio and ranks #271 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SLF as recently as Q1 2026.

First Affirmative Financial Network first reported a position in SLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $343K in Q3 2024. 100 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

First Affirmative Financial Network held 4,392 shares of Sun Life Financial worth $342K as of Q3 2026.
Sun Life Financial was a new First Affirmative Financial Network position in Q3 2026.
Sun Life Financial made up 0.08% of First Affirmative Financial Network's portfolio in Q3 2026, its #271 holding.
First Affirmative Financial Network first reported a position in Sun Life Financial in Q3 2023 and has held it in 11 quarters since.
First Affirmative Financial Network's Sun Life Financial position peaked at $343K in Q3 2024.
100 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.