Long Run Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Long Run Wealth 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
2025 Q4	$351K	Buy	5,627 +25	+0.4%	+$1.51K	0.07%	85
2025 Q3	$336K	Buy	5,602 +46	+0.8%	+$2.77K	0.07%	84
2025 Q2	$369K	Buy	5,556 +47	+0.9%	+$2.88K	0.08%	81
2025 Q1	$315K	Buy	5,509 +23	+0.4%	+$1.31K	0.07%	84
2024 Q4	$326K	Buy	+5,486	New	+$324K	0.08%	84

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Long Run Wealth Advisors's SLF Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Sun Life Financial (SLF) stake by 0.45% in Q4 2025, buying an estimated $1.51K and bringing the position to 5,627 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #85.

Long Run Wealth Advisors first reported a position in SLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $369K in Q2 2025. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Long Run Wealth Advisors held 5,627 shares of Sun Life Financial worth $351K as of Q4 2025.
Long Run Wealth Advisors bought 25 Sun Life Financial shares in Q4 2025, an estimated $1.51K.
Sun Life Financial made up 0.07% of Long Run Wealth Advisors's portfolio in Q4 2025, its #85 holding.
Long Run Wealth Advisors first reported a position in Sun Life Financial in Q4 2024 and has held it in 5 quarters since.
Long Run Wealth Advisors's Sun Life Financial position peaked at $369K in Q2 2025.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.