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Kestra Advisory Services’s Sun Life Financial SLF Stock Holding History

Kestra Advisory Services’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
Q1 		$1.32M Buy
21,096
+997
+5% +$63.7K 0.01% 1545
2025
Q4 		$1.25M Sell
20,099
-26
-0.1% -$1.57K 0.01% 1495
2025
Q3 		$1.21M Sell
20,125
-132
-0.7% -$7.94K 0.01% 1468
2025
Q2 		$1.35M Buy
20,257
+933
+5% +$57.2K 0.01% 1308
2025
Q1 		$1.11M Sell
19,324
-280
-1% -$16K 0.01% 1336
2024
Q4 		$1.16M Buy
19,604
+3,211
+20% +$189K 0.01% 1322
2024
Q3 		$951K Sell
16,393
-1,493
-8% -$78K 0.01% 1356
2024
Q2 		$804K Buy
17,886
+1,179
+7% +$59.8K ﹤0.01% 1465
2024
Q1 		$912K Buy
16,707
+3,007
+22% +$159K 0.01% 1296
2023
Q4 		$710K Buy
13,700
+581
+4% +$28.6K 0.01% 1313
2023
Q3 		$640K Buy
13,119
+1,346
+11% +$67.5K 0.01% 1227
2023
Q2 		$614K Buy
11,773
+540
+5% +$26.5K 0.01% 1224
2023
Q1 		$525K Buy
11,233
+101
+0.9% +$4.86K 0.01% 1253
2022
Q4 		$517K Sell
11,132
-827
-7% -$36.6K ﹤0.01% 1387
2022
Q3 		$475K Buy
11,959
+1,423
+14% +$63.8K 0.01% 1349
2022
Q2 		$483K Buy
10,536
+265
+3% +$13.2K 0.01% 1349
2022
Q1 		$573K Sell
10,271
-271
-3% -$14.9K 0.01% 1214
2021
Q4 		$587K Sell
10,542
-241
-2% -$13.3K 0.01% 1233
2021
Q3 		$555K Buy
10,783
+136
+1% +$7K 0.01% 1333
2021
Q2 		$549K Buy
10,647
+2,951
+38% +$156K 0.01% 1241
2021
Q1 		$389K Sell
7,696
-1,911
-20% -$93.6K ﹤0.01% 1317
2020
Q4 		$424K Buy
9,607
+9,466
+6,713% +$410K ﹤0.01% 1300
2020
Q3 		$368K Buy
+141
New +$5.7K 0.01% 1013

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Kestra Advisory Services's SLF Position: Q1 2026 in Review

Kestra Advisory Services increased its Sun Life Financial (SLF) stake by 5% in Q1 2026, buying an estimated $63.7K and bringing the position to 21,096 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1545.

Kestra Advisory Services first reported a position in SLF in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Kestra Advisory Services held 21,096 shares of Sun Life Financial worth $1.32M as of Q1 2026.
  • Kestra Advisory Services bought 997 Sun Life Financial shares in Q1 2026, an estimated $63.7K.
  • Sun Life Financial made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1545 holding.
  • Kestra Advisory Services first reported a position in Sun Life Financial in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Sun Life Financial position peaked at $1.35M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.