Kraematon Investment Advisors’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.69M Buy
42,976
+156
+0.4% +$9.97K 2.19% 12
2025
Q4
$2.67M Sell
42,820
-53
-0.1% -$3.2K 2.13% 13
2025
Q3
$2.57M Buy
42,873
+96
+0.2% +$5.77K 2.2% 11
2025
Q2
$2.84M Sell
42,777
-317
-0.7% -$19.4K 2.68% 9
2025
Q1
$2.47M Sell
43,094
-1,329
-3% -$75.7K 2.51% 10
2024
Q4
$2.64M Buy
44,423
+161
+0.4% +$9.5K 2.61% 10
2024
Q3
$2.57M Sell
44,262
-2,497
-5% -$131K 2.52% 11
2024
Q2
$2.29M Buy
46,759
+121
+0.3% +$6.14K 2.33% 14
2024
Q1
$2.55M Sell
46,638
-962
-2% -$50.9K 2.56% 10
2023
Q4
$2.47M Sell
47,600
-66
-0.1% -$3.25K 2.71% 11
2023
Q3
$2.33M Sell
47,666
-1,561
-3% -$78.2K 2.87% 10
2023
Q2
$2.57M Sell
49,227
-58
-0.1% -$2.85K 2.82% 8
2023
Q1
$2.3M Sell
49,285
-379
-0.8% -$18.2K 2.66% 8
2022
Q4
$2.31M Buy
49,664
+1,498
+3% +$66.3K 2.5% 8
2022
Q3
$1.92M Sell
48,166
-665
-1% -$29.8K 2.47% 10
2022
Q2
$2.24M Buy
48,831
+85
+0.2% +$4.24K 2.59% 10
2022
Q1
$2.72M Sell
48,746
-684
-1% -$37.7K 2.59% 9
2021
Q4
$2.75M Buy
+49,430
New +$2.73M 2.47% 13

Other funds holding SLF

Kraematon Investment Advisors's SLF Position: Q1 2026 in Review

Kraematon Investment Advisors increased its Sun Life Financial (SLF) stake by 0.36% in Q1 2026, buying an estimated $9.97K and bringing the position to 42,976 shares worth $2.69M. The position accounts for 2.19% of the portfolio, ranked #12.

Kraematon Investment Advisors first reported a position in SLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.84M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Kraematon Investment Advisors held 42,976 shares of Sun Life Financial worth $2.69M as of Q1 2026.
  • Kraematon Investment Advisors bought 156 Sun Life Financial shares in Q1 2026, an estimated $9.97K.
  • Sun Life Financial made up 2.19% of Kraematon Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Kraematon Investment Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 18 quarters since.
  • Kraematon Investment Advisors's Sun Life Financial position peaked at $2.84M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Kraematon Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.