Focus Partners Advisor Solutions’s Sun Life Financial SLF Stock Holding History

Focus Partners Advisor Solutions’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	$234K	Buy	+2,988	New	+$215K	﹤0.01%	1112
2026 Q1	–	Sell	-3,524	Closed	-$220K	–	1351
2025 Q4	$220K	Buy	+3,524	New	+$213K	﹤0.01%	993
2025 Q3	–	Sell	-3,608	Closed	-$240K	–	1274
2025 Q2	$240K	Buy	+3,608	New	+$221K	﹤0.01%	956

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Focus Partners Advisor Solutions's SLF Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,988 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in SLF as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in SLF in Q2 2025 and has held it in 3 quarters since. The position peaked at $240K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Focus Partners Advisor Solutions held 2,988 shares of Sun Life Financial worth $234K as of Q2 2026.
Sun Life Financial was a new Focus Partners Advisor Solutions position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1112 holding.
Focus Partners Advisor Solutions first reported a position in Sun Life Financial in Q2 2025 and has held it in 3 quarters since.
Focus Partners Advisor Solutions's Sun Life Financial position peaked at $240K in Q2 2025.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.