First Trust Advisors
SLF icon

First Trust Advisors’s Sun Life Financial SLF Stock Holding History

First Trust 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 		$34.9M Sell
444,993
-135,313
-23% -$9.74M 0.02% 760
2026
Q1 		$36.3M Sell
580,306
-90,066
-13% -$5.76M 0.03% 711
2025
Q4 		$41.8M Sell
670,372
-38,620
-5% -$2.33M 0.03% 635
2025
Q3 		$42.6M Buy
708,992
+48,105
+7% +$2.89M 0.03% 641
2025
Q2 		$43.9M Sell
660,887
-140,621
-18% -$8.62M 0.04% 601
2025
Q1 		$45.9M Buy
801,508
+5,336
+0.7% +$304K 0.04% 575
2024
Q4 		$47.2M Sell
796,172
-101,631
-11% -$6M 0.04% 536
2024
Q3 		$52.1M Sell
897,803
-96,419
-10% -$5.04M 0.05% 485
2024
Q2 		$48.7M Sell
994,222
-130,701
-12% -$6.63M 0.05% 494
2024
Q1 		$61.4M Sell
1,124,923
-226,354
-17% -$12M 0.06% 409
2023
Q4 		$70.1M Sell
1,351,277
-29,327
-2% -$1.44M 0.08% 332
2023
Q3 		$67.4M Sell
1,380,604
-15,559
-1% -$780K 0.08% 339
2023
Q2 		$72.8M Sell
1,396,163
-225,017
-14% -$11.1M 0.08% 342
2023
Q1 		$75.7M Buy
1,621,180
+10,399
+0.6% +$501K 0.09% 334
2022
Q4 		$74.8M Buy
1,610,781
+46,385
+3% +$2.05M 0.09% 343
2022
Q3 		$62.2M Buy
1,564,396
+208,071
+15% +$9.33M 0.08% 366
2022
Q2 		$62.1M Buy
1,356,325
+203,242
+18% +$10.1M 0.08% 396
2022
Q1 		$64.4M Sell
1,153,083
-12,932
-1% -$712K 0.07% 428
2021
Q4 		$64.9M Sell
1,166,015
-61,517
-5% -$3.4M 0.06% 412
2021
Q3 		$63.2M Buy
1,227,532
+42,631
+4% +$2.19M 0.07% 390
2021
Q2 		$61.1M Buy
1,184,901
+58,508
+5% +$3.09M 0.07% 401
2021
Q1 		$56.9M Sell
1,126,393
-112,966
-9% -$5.53M 0.07% 413
2020
Q4 		$55.1M Sell
1,239,359
-57,286
-4% -$2.48M 0.07% 383
2020
Q3 		$52.8M Buy
1,296,645
+43,125
+3% +$1.74M 0.08% 342
2020
Q2 		$46.1M Sell
1,253,520
-130,116
-9% -$4.47M 0.08% 357
2020
Q1 		$44.4M Buy
1,383,636
+319,069
+30% +$13.7M 0.1% 315
2019
Q4 		$48.5M Buy
+1,064,567
New +$47.9M 0.08% 380

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

First Trust Advisors's SLF Position: Q2 2026 in Review

First Trust Advisors reduced its Sun Life Financial (SLF) stake by 23% in Q2 2026, selling an estimated $9.74M and leaving 444,993 shares worth $34.9M. The position accounts for 0.02% of the portfolio, ranked #760.

First Trust Advisors first reported a position in SLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $75.7M in Q1 2023. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • First Trust Advisors held 444,993 shares of Sun Life Financial worth $34.9M as of Q2 2026.
  • First Trust Advisors sold 135,313 Sun Life Financial shares in Q2 2026, an estimated $9.74M.
  • Sun Life Financial made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #760 holding.
  • First Trust Advisors first reported a position in Sun Life Financial in Q4 2019 and has held it in 27 quarters since.
  • First Trust Advisors's Sun Life Financial position peaked at $75.7M in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.