HighTower Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Sell |
23,717
-150
| -0.6% | -$9.59K | ﹤0.01% | 1908 |
|
|
2025
Q4 | $1.49M | Sell |
23,867
-164
| -0.7% | -$9.91K | ﹤0.01% | 1851 |
|
|
2025
Q3 | $1.44M | Buy |
24,031
+5,341
| +29% | +$321K | ﹤0.01% | 1846 |
|
|
2025
Q2 | $1.24M | Sell |
18,690
-46
| -0.2% | -$2.82K | ﹤0.01% | 1864 |
|
|
2025
Q1 | $1.07M | Buy |
18,736
+51
| +0.3% | +$2.91K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $1.11M | Buy |
18,685
+365
| +2% | +$21.5K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $1.06M | Buy |
18,320
+12
| +0.1% | +$627 | ﹤0.01% | 1904 |
|
|
2024
Q2 | $895K | Sell |
18,308
-1,017
| -5% | -$51.6K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $1.05M | Sell |
19,325
-694
| -3% | -$36.7K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $1.04M | Buy |
20,019
+398
| +2% | +$19.6K | ﹤0.01% | 1822 |
|
|
2023
Q3 | $955K | Sell |
19,621
-299
| -2% | -$15K | ﹤0.01% | 1796 |
|
|
2023
Q2 | $1.04M | Buy |
19,920
+1,551
| +8% | +$76.2K | ﹤0.01% | 1731 |
|
|
2023
Q1 | $858K | Buy |
18,369
+258
| +1% | +$12.4K | ﹤0.01% | 1766 |
|
|
2022
Q4 | $846K | Sell |
18,111
-1,823
| -9% | -$80.7K | ﹤0.01% | 1772 |
|
|
2022
Q3 | $794K | Buy |
19,934
+5,734
| +40% | +$257K | ﹤0.01% | 1751 |
|
|
2022
Q2 | $650K | Sell |
14,200
-223
| -2% | -$11.1K | ﹤0.01% | 1889 |
|
|
2022
Q1 | $806K | Sell |
14,423
-25,822
| -64% | -$1.42M | ﹤0.01% | 1881 |
|
|
2021
Q4 | $2.24M | Buy |
40,245
+1,022
| +3% | +$56.5K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $2.01M | Buy |
39,223
+906
| +2% | +$46.6K | 0.01% | 1252 |
|
|
2021
Q2 | $1.96M | Buy |
38,317
+839
| +2% | +$44.3K | 0.01% | 1232 |
|
|
2021
Q1 | $1.89M | Buy |
37,478
+25,476
| +212% | +$1.25M | 0.01% | 1158 |
|
|
2020
Q4 | $531K | Buy |
12,002
+889
| +8% | +$38.5K | ﹤0.01% | 1617 |
|
|
2020
Q3 | $449K | Sell |
11,113
-596
| -5% | -$24.1K | ﹤0.01% | 1624 |
|
|
2020
Q2 | $432K | Buy |
11,709
+5
| +0% | +$172 | ﹤0.01% | 1536 |
|
|
2020
Q1 | $373K | Sell |
11,704
-155
| -1% | -$6.64K | ﹤0.01% | 1451 |
|
|
2019
Q4 | $541K | Buy |
11,859
+735
| +7% | +$33.1K | ﹤0.01% | 1414 |
|
|
2019
Q3 | $496K | Buy |
11,124
+148
| +1% | +$6.18K | ﹤0.01% | 1523 |
|
|
2019
Q2 | $453K | Buy |
10,976
+1,107
| +11% | +$44.5K | ﹤0.01% | 1559 |
|
|
2019
Q1 | $379K | Buy |
9,869
+2,954
| +43% | +$108K | ﹤0.01% | 1606 |
|
|
2018
Q4 | $229K | Buy |
6,915
+452
| +7% | +$16.3K | ﹤0.01% | 1754 |
|
|
2018
Q3 | $258K | Sell |
6,463
-1,023
| -14% | -$40.9K | ﹤0.01% | 1806 |
|
|
2018
Q2 | $301K | Hold |
7,486
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q1 | $308K | Buy |
7,486
+2,244
| +43% | +$94.6K | ﹤0.01% | 1659 |
|
|
2017
Q4 | $217K | Buy |
5,242
+41
| +0.8% | +$1.63K | ﹤0.01% | 1871 |
|
|
2017
Q3 | $207K | Sell |
5,201
-1,318
| -20% | -$50.3K | ﹤0.01% | 1887 |
|
|
2017
Q2 | $234K | Buy |
+6,519
| New | +$225K | ﹤0.01% | 1767 |
|
Other funds holding SLF
VCM
HighTower Advisors's SLF Position: Q1 2026 in Review
HighTower Advisors reduced its Sun Life Financial (SLF) stake by 0.63% in Q1 2026, selling an estimated $9.59K and leaving 23,717 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.
HighTower Advisors first reported a position in SLF in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.24M in Q4 2021. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- HighTower Advisors held 23,717 shares of Sun Life Financial worth $1.48M as of Q1 2026.
- HighTower Advisors sold 150 Sun Life Financial shares in Q1 2026, an estimated $9.59K.
- Sun Life Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1908 holding.
- HighTower Advisors first reported a position in Sun Life Financial in Q2 2017 and has held it in 36 quarters since.
- HighTower Advisors's Sun Life Financial position peaked at $2.24M in Q4 2021.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.