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JFS Wealth Advisors’s Sun Life Financial SLF Stock Holding History

JFS Wealth 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 		$72.8K Buy
928
+12
+1% +$864 ﹤0.01% 477
2026
Q1 		$57.3K Sell
916
-70
-7% -$4.47K ﹤0.01% 495
2025
Q4 		$61.5K Sell
986
-5
-0.5% -$302 ﹤0.01% 477
2025
Q3 		$59.5K Hold
991
– – ﹤0.01% 484
2025
Q2 		$65.9K Buy
991
+5
+0.5% +$307 ﹤0.01% 429
2025
Q1 		$56.5K Sell
986
-46
-4% -$2.62K ﹤0.01% 449
2024
Q4 		$61.2K Buy
1,032
+838
+432% +$49.4K ﹤0.01% 424
2024
Q3 		$11.3K Buy
194
+41
+27% +$2.14K ﹤0.01% 817
2024
Q2 		$7.5K Buy
153
+13
+9% +$660 ﹤0.01% 887
2024
Q1 		$7.64K Buy
140
+1
+0.7% +$53 ﹤0.01% 908
2023
Q4 		$7.21K Hold
139
– – ﹤0.01% 905
2023
Q3 		$6.78K Sell
139
-9
-6% -$451 ﹤0.01% 866
2023
Q2 		$7.71K Buy
148
+5
+3% +$246 ﹤0.01% 820
2023
Q1 		$6.68K Buy
143
+9
+7% +$433 ﹤0.01% 882
2022
Q4 		$6.22K Buy
134
+12
+10% +$531 ﹤0.01% 905
2022
Q3 		$5K Buy
122
+30
+33% +$1.34K ﹤0.01% 1007
2022
Q2 		$4K Sell
92
-25
-21% -$1.25K ﹤0.01% 1115
2022
Q1 		$7K Buy
117
+81
+225% +$4.46K ﹤0.01% 933
2021
Q4 		$2K Buy
+36
New +$1.99K ﹤0.01% 1158

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

JFS Wealth Advisors's SLF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Sun Life Financial (SLF) stake by 1.3% in Q2 2026, buying an estimated $864 and bringing the position to 928 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

JFS Wealth Advisors first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • JFS Wealth Advisors held 928 shares of Sun Life Financial worth $72.8K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Sun Life Financial shares in Q2 2026, an estimated $864.
  • Sun Life Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • JFS Wealth Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.