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JNBA Financial Advisors’s Sun Life Financial SLF Stock Holding History

JNBA Financial 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 		$4.16K Buy
+53
New +$3.81K ﹤0.01% 640
2016
Q4 		– Sell
-925
Closed -$30K – 1202
2016
Q3 		$30K Buy
+925
New +$29.7K ﹤0.01% 686

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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

JNBA Financial Advisors's SLF Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 53 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in SLF as recently as Q3 2016.

JNBA Financial Advisors first reported a position in SLF in Q3 2016 and has held it in 2 quarters since. The position peaked at $30K in Q3 2016. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • JNBA Financial Advisors held 53 shares of Sun Life Financial worth $4.16K as of Q2 2026.
  • Sun Life Financial was a new JNBA Financial Advisors position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #640 holding.
  • JNBA Financial Advisors first reported a position in Sun Life Financial in Q3 2016 and has held it in 2 quarters since.
  • JNBA Financial Advisors's Sun Life Financial position peaked at $30K in Q3 2016.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.