LPL Financial
SLF icon

LPL Financial’s Sun Life Financial SLF Stock Holding History

LPL Financial’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 		$6.3M Buy
80,366
+8,857
+12% +$637K ﹤0.01% 2585
2026
Q1 		$4.47M Buy
71,509
+395
+0.6% +$25.3K ﹤0.01% 2730
2025
Q4 		$4.44M Buy
71,114
+12,878
+22% +$778K ﹤0.01% 2632
2025
Q3 		$3.5M Buy
58,236
+3,588
+7% +$216K ﹤0.01% 2801
2025
Q2 		$3.63M Buy
54,648
+5,375
+11% +$330K ﹤0.01% 2569
2025
Q1 		$2.82M Sell
49,273
-44,584
-48% -$2.54M ﹤0.01% 2629
2024
Q4 		$5.57M Buy
93,857
+51,351
+121% +$3.03M ﹤0.01% 1995
2024
Q3 		$2.47M Buy
42,506
+3,030
+8% +$158K ﹤0.01% 2528
2024
Q2 		$1.93M Buy
39,476
+5,852
+17% +$297K ﹤0.01% 2634
2024
Q1 		$1.84M Buy
33,624
+4,278
+15% +$226K ﹤0.01% 2604
2023
Q4 		$1.52M Buy
29,346
+2,244
+8% +$110K ﹤0.01% 2666
2023
Q3 		$1.32M Sell
27,102
-1,182
-4% -$59.3K ﹤0.01% 2660
2023
Q2 		$1.47M Buy
28,284
+3,336
+13% +$164K ﹤0.01% 2521
2023
Q1 		$1.17M Buy
24,948
+3,217
+15% +$155K ﹤0.01% 2634
2022
Q4 		$1.01M Buy
21,731
+1,542
+8% +$68.2K ﹤0.01% 2643
2022
Q3 		$803K Buy
20,189
+1,223
+6% +$54.8K ﹤0.01% 2713
2022
Q2 		$869K Buy
18,966
+4,495
+31% +$224K ﹤0.01% 2689
2022
Q1 		$808K Sell
14,471
-6,992
-33% -$385K ﹤0.01% 2793
2021
Q4 		$1.2M Buy
21,463
+8,369
+64% +$463K ﹤0.01% 2503
2021
Q3 		$674K Buy
13,094
+1,353
+12% +$69.6K ﹤0.01% 2947
2021
Q2 		$605K Sell
11,741
-50
-0.4% -$2.64K ﹤0.01% 2988
2021
Q1 		$596K Sell
11,791
-848
-7% -$41.5K ﹤0.01% 2873
2020
Q4 		$562K Buy
12,639
+2,251
+22% +$97.5K ﹤0.01% 2646
2020
Q3 		$423K Sell
10,388
-1,328
-11% -$53.7K ﹤0.01% 2613
2020
Q2 		$431K Buy
11,716
+2,019
+21% +$69.4K ﹤0.01% 2528
2020
Q1 		$311K Sell
9,697
-25,012
-72% -$1.07M ﹤0.01% 2476
2019
Q4 		$1.58M Sell
34,709
-134
-0.4% -$6.03K ﹤0.01% 1524
2019
Q3 		$1.56M Buy
34,843
+8,594
+33% +$359K ﹤0.01% 1421
2019
Q2 		$1.09M Buy
26,249
+1,651
+7% +$66.3K ﹤0.01% 1664
2019
Q1 		$945K Buy
24,598
+16,493
+203% +$605K ﹤0.01% 1687
2018
Q4 		$269K Sell
8,105
-8,476
-51% -$306K ﹤0.01% 2556
2018
Q3 		$659K Sell
16,581
-201
-1% -$8.04K ﹤0.01% 2008
2018
Q2 		$674K Sell
16,782
-3,088
-16% -$128K ﹤0.01% 1942
2018
Q1 		$817K Buy
+19,870
New +$838K ﹤0.01% 1760
2017
Q1 		– Sell
-8,353
Closed -$324K – 2793
2016
Q4 		$324K Buy
+8,353
New +$303K ﹤0.01% 2107
2016
Q2 		– Sell
-13,463
Closed -$424K – 2935
2016
Q1 		$424K Sell
13,463
-3,645
-21% -$107K ﹤0.01% 2264
2015
Q4 		$517K Buy
17,108
+8,686
+103% +$287K ﹤0.01% 2163
2015
Q3 		$281K Buy
8,422
+824
+11% +$26.7K ﹤0.01% 2245
2015
Q2 		$251K Buy
+7,598
New +$250K ﹤0.01% 2450
2015
Q1 		– Sell
-7,293
Closed -$263K – 2849
2014
Q4 		$263K Buy
7,293
+503
+7% +$18K ﹤0.01% 2277
2014
Q3 		$245K Sell
6,790
-525
-7% -$19.7K ﹤0.01% 2315
2014
Q2 		$269K Sell
7,315
-4,701
-39% -$162K ﹤0.01% 2287
2014
Q1 		$416K Sell
12,016
-5,090
-30% -$175K ﹤0.01% 1875
2013
Q4 		$604K Buy
17,106
+4,119
+32% +$140K ﹤0.01% 1600
2013
Q3 		$423K Sell
12,987
-8,709
-40% -$277K ﹤0.01% 1766
2013
Q2 		$643K Buy
+21,696
New +$617K ﹤0.01% 1393

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

LPL Financial's SLF Position: Q2 2026 in Review

LPL Financial increased its Sun Life Financial (SLF) stake by 12% in Q2 2026, buying an estimated $637K and bringing the position to 80,366 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

LPL Financial first reported a position in SLF in Q2 2013 and has held it in 46 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • LPL Financial held 80,366 shares of Sun Life Financial worth $6.3M as of Q2 2026.
  • LPL Financial bought 8,857 Sun Life Financial shares in Q2 2026, an estimated $637K.
  • Sun Life Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2585 holding.
  • LPL Financial first reported a position in Sun Life Financial in Q2 2013 and has held it in 46 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.