Medallion Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Medallion 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
2026 Q2	$41K	Hold	523	–	–	0.01%	500
2026 Q1	$32.7K	Hold	523	–	–	0.01%	555
2025 Q4	$32.6K	Hold	523	–	–	0.01%	547
2025 Q3	$31.4K	Hold	523	–	–	0.01%	553
2025 Q2	$34.7K	Hold	523	–	–	0.01%	529
2025 Q1	$30.4K	Buy	523 +315	+151%	+$18K	0.01%	514
2024 Q4	$12.3K	Buy	+208	New	+$12.3K	0.01%	635

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Medallion Wealth Advisors's SLF Position: Q2 2026 in Review

Medallion Wealth Advisors held its Sun Life Financial (SLF) position steady in Q2 2026 at 523 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #500.

Medallion Wealth Advisors first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Medallion Wealth Advisors held 523 shares of Sun Life Financial worth $41K as of Q2 2026.
Medallion Wealth Advisors left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #500 holding.
Medallion Wealth Advisors first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.