HBK Sorce Advisory’s Sun Life Financial SLF Stock Holding History

HBK Sorce Advisory’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	$1.51M	Buy	18,460 +152	+0.8%	+$10.9K	0.03%	195
2026 Q1	$1.28M	Buy	18,308 +54	+0.3%	+$3.45K	0.03%	206
2025 Q4	$1.19M	Sell	18,254 -10	-0.1%	-$604	0.03%	212
2025 Q3	$1.14M	Buy	18,264 +37	+0.2%	+$2.23K	0.03%	214
2025 Q2	$1.21M	Buy	18,227 +17	+0.1%	+$1.04K	0.03%	194
2025 Q1	$1.04M	Sell	18,210 -8	-0%	-$456	0.03%	211
2024 Q4	$1.08M	Buy	18,218 +8	+0%	+$472	0.03%	204
2024 Q3	$1.06M	Buy	18,210 +10	+0.1%	+$523	0.03%	210
2024 Q2	$892K	Hold	18,200	–	–	0.03%	223
2024 Q1	$993K	Hold	18,200	–	–	0.04%	216
2023 Q4	$944K	Hold	18,200	–	–	0.04%	209
2023 Q3	$888K	Sell	18,200 -84	-0.5%	-$4.21K	0.04%	214
2023 Q2	$953K	Buy	18,284 +284	+2%	+$14K	0.04%	212
2023 Q1	$841K	Sell	18,000 -18,000	-50%	-$867K	0.04%	225
2022 Q4	$1.67M	Buy	36,000 +18,000	+100%	+$796K	0.05%	202
2022 Q3	$716K	Buy	+18,000	New	+$807K	0.05%	203
2022 Q2	–	Sell	-18,000	Closed	-$1M	–	543
2022 Q1	$1M	Hold	18,000	–	–	0.06%	199
2021 Q4	$1M	Hold	18,000	–	–	0.05%	214
2021 Q3	$926K	Hold	18,000	–	–	0.05%	214
2021 Q2	$928K	Hold	18,000	–	–	0.05%	212
2021 Q1	$910K	Hold	18,000	–	–	0.05%	198
2020 Q4	$800K	Hold	18,000	–	–	0.05%	212
2020 Q3	$733K	Hold	18,000	–	–	0.05%	200
2020 Q2	$662K	Hold	18,000	–	–	0.05%	217
2020 Q1	$578K	Hold	18,000	–	–	0.06%	198
2019 Q4	$820K	Hold	18,000	–	–	0.07%	194
2019 Q3	$807K	Hold	18,000	–	–	0.08%	183
2019 Q2	$744K	Hold	18,000	–	–	0.07%	192
2019 Q1	$691K	Hold	18,000	–	–	0.07%	204
2018 Q4	$597K	Hold	18,000	–	–	0.07%	199
2018 Q3	$716K	Hold	18,000	–	–	0.08%	172
2018 Q2	$723K	Hold	18,000	–	–	0.08%	167
2018 Q1	$740K	Hold	18,000	–	–	0.09%	155
2017 Q4	$743K	Hold	18,000	–	–	0.09%	168
2017 Q3	$717K	Hold	18,000	–	–	0.11%	133
2017 Q2	$644K	Buy	+18,000	New	+$621K	0.1%	144
2017 Q1	–	Sell	-18,000	Closed	-$684K	–	403
2016 Q4	$691K	Hold	18,000	–	–	0.12%	128
2016 Q3	$586K	Hold	18,000	–	–	0.12%	134
2016 Q2	$591K	Hold	18,000	–	–	0.13%	127
2016 Q1	$581K	Hold	18,000	–	–	0.14%	110
2015 Q4	$562K	Sell	18,000 -132	-0.7%	-$4.35K	0.15%	105
2015 Q3	$585K	Buy	18,132 +73	+0.4%	+$2.37K	0.19%	85
2015 Q2	$603K	Hold	18,059	–	–	0.21%	79
2015 Q1	$557K	Hold	18,059	–	–	0.19%	89
2014 Q4	$651K	Buy	18,059 +25	+0.1%	+$894	0.22%	79
2014 Q3	$654K	Hold	18,034	–	–	0.24%	61
2014 Q2	$662K	Hold	18,034	–	–	0.23%	64
2014 Q1	$625K	Hold	18,034	–	–	0.23%	68
2013 Q4	$637K	Hold	18,034	–	–	0.23%	65
2013 Q3	$577K	Hold	18,034	–	–	0.24%	65
2013 Q2	$534K	Buy	+18,034	New	+$513K	0.23%	65

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

HBK Sorce Advisory's SLF Position: Q2 2026 in Review

HBK Sorce Advisory increased its Sun Life Financial (SLF) stake by 0.83% in Q2 2026, buying an estimated $10.9K and bringing the position to 18,460 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #195.

HBK Sorce Advisory first reported a position in SLF in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.67M in Q4 2022. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

HBK Sorce Advisory held 18,460 shares of Sun Life Financial worth $1.51M as of Q2 2026.
HBK Sorce Advisory bought 152 Sun Life Financial shares in Q2 2026, an estimated $10.9K.
Sun Life Financial made up 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #195 holding.
HBK Sorce Advisory first reported a position in Sun Life Financial in Q2 2013 and has held it in 51 quarters since.
HBK Sorce Advisory's Sun Life Financial position peaked at $1.67M in Q4 2022.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.