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J.W. Cole Advisors’s Sun Life Financial SLF Stock Holding History

J.W. Cole 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 		$267K Buy
+3,399
New +$245K ﹤0.01% 1343
2025
Q3 		– Sell
-3,190
Closed -$212K – 1590
2025
Q2 		$212K Buy
+3,190
New +$196K ﹤0.01% 1335

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Bank of Montreal
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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

J.W. Cole Advisors's SLF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,399 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SLF as recently as Q2 2025.

J.W. Cole Advisors first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • J.W. Cole Advisors held 3,399 shares of Sun Life Financial worth $267K as of Q2 2026.
  • Sun Life Financial was a new J.W. Cole Advisors position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1343 holding.
  • J.W. Cole Advisors first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.