Laurel Wealth Advisors (North Carolina)’s Sun Life Financial SLF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-170	Closed	-$10.6K	–	568
2025 Q4	$10.6K	Buy	+170	New	+$10.3K	﹤0.01%	480
2025 Q2	–	Sell	-170	Closed	-$9.73K	–	591
2025 Q1	$9.73K	Hold	170	–	–	﹤0.01%	479
2024 Q4	$10.1K	Hold	170	–	–	﹤0.01%	486
2024 Q3	$9.86K	Hold	170	–	–	﹤0.01%	463
2024 Q2	$8.33K	Hold	170	–	–	﹤0.01%	442
2024 Q1	$9.28K	Hold	170	–	–	﹤0.01%	442
2023 Q4	$8.82K	Hold	170	–	–	﹤0.01%	409
2023 Q3	$8.3K	Hold	170	–	–	﹤0.01%	419
2023 Q2	$8.86K	Sell	170 -525	-76%	-$25.8K	﹤0.01%	415
2023 Q1	$32.5K	Hold	695	–	–	0.01%	322
2022 Q4	$32.3K	Hold	695	–	–	0.01%	297
2022 Q3	$28K	Hold	695	–	–	0.01%	305
2022 Q2	$32K	Hold	695	–	–	0.01%	295
2022 Q1	$39K	Hold	695	–	–	0.01%	289
2021 Q4	$39K	Hold	695	–	–	0.01%	285
2021 Q3	$36K	Hold	695	–	–	0.01%	290
2021 Q2	$36K	Hold	695	–	–	0.01%	306
2021 Q1	$35K	Hold	695	–	–	0.01%	298
2020 Q4	$31K	Hold	695	–	–	0.01%	300
2020 Q3	$28K	Hold	695	–	–	0.01%	287
2020 Q2	$26K	Hold	695	–	–	0.01%	287
2020 Q1	$22K	Hold	695	–	–	0.01%	287
2019 Q4	$32K	Hold	695	–	–	0.01%	285
2019 Q3	$31K	Buy	695 +170	+32%	+$7.1K	0.01%	281
2019 Q2	$22K	Hold	525	–	–	0.01%	310
2019 Q1	$20K	Hold	525	–	–	0.01%	309
2018 Q4	$17K	Buy	+525	New	+$19K	0.01%	308

Other funds holding SLF

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SLF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 170 shares — an estimated $10.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SLF in Q4 2018 and held it in 27 quarters. The position peaked at $39K in Q1 2022. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 170 Sun Life Financial shares in Q1 2026, an estimated $10.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in Sun Life Financial in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Sun Life Financial position peaked at $39K in Q1 2022.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.