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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
Q2 		$1.65M Sell
21,075
-21
-0.1% -$1.51K 0.01% 1467
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 $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

Kestra Advisory Services's SLF Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sun Life Financial (SLF) stake by 0.1% in Q2 2026, selling an estimated $1.51K and leaving 21,075 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1467.

Kestra Advisory Services first reported a position in SLF in Q3 2020 and has held it in 24 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Kestra Advisory Services held 21,075 shares of Sun Life Financial worth $1.65M as of Q2 2026.
  • Kestra Advisory Services sold 21 Sun Life Financial shares in Q2 2026, an estimated $1.51K.
  • Sun Life Financial made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1467 holding.
  • Kestra Advisory Services first reported a position in Sun Life Financial in Q3 2020 and has held it in 24 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.