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MONECO Advisors’s Sun Life Financial SLF Stock Holding History

MONECO 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 		$242K Buy
+3,080
New +$222K 0.01% 530
2025
Q3 		– Sell
-6,877
Closed -$457K – 510
2025
Q2 		$457K Buy
6,877
+2
+0% +$123 0.04% 313
2025
Q1 		$394K Buy
6,875
+2
+0% +$114 0.04% 319
2024
Q4 		$408K Buy
6,873
+2
+0% +$118 0.04% 317
2024
Q3 		$399K Buy
6,871
+2
+0% +$105 0.05% 292
2024
Q2 		$336K Sell
6,869
-22
-0.3% -$1.12K 0.05% 304
2024
Q1 		$376K Buy
6,891
+27
+0.4% +$1.43K 0.06% 275
2023
Q4 		$356K Buy
6,864
+2
+0% +$98 0.07% 260
2023
Q3 		$335K Buy
6,862
+26
+0.4% +$1.3K 0.09% 235
2023
Q2 		$356K Buy
6,836
+30
+0.4% +$1.47K 0.1% 224
2023
Q1 		$318K Buy
6,806
+2,475
+57% +$119K 0.09% 232
2022
Q4 		$201K Buy
+4,331
New +$192K 0.07% 258
2022
Q3 		– Sell
-4,578
Closed -$210K – 258
2022
Q2 		$210K Buy
4,578
+2
+0% +$100 0.08% 230
2022
Q1 		$255K Buy
4,576
+2
+0% +$110 0.09% 205
2021
Q4 		$262K Sell
4,574
-449
-9% -$24.8K 0.1% 201
2021
Q3 		$258K Buy
5,023
+4
+0.1% +$206 0.1% 203
2021
Q2 		$259K Buy
5,019
+5
+0.1% +$264 0.12% 176
2021
Q1 		$253K Sell
5,014
-253
-5% -$12.4K 0.12% 169
2020
Q4 		$251K Buy
5,267
+34
+0.6% +$1.47K 0.14% 142
2020
Q3 		$213K Buy
+5,233
New +$212K 0.14% 141
2020
Q1 		– Sell
-4,806
Closed -$234K – 154
2019
Q4 		$234K Buy
4,806
+31
+0.6% +$1.4K 0.17% 128
2019
Q3 		$214K Buy
+4,775
New +$200K 0.17% 129

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

MONECO Advisors's SLF Position: Q2 2026 in Review

MONECO Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,080 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in SLF as recently as Q2 2025.

MONECO Advisors first reported a position in SLF in Q3 2019 and has held it in 22 quarters since. The position peaked at $457K in Q2 2025. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • MONECO Advisors held 3,080 shares of Sun Life Financial worth $242K as of Q2 2026.
  • Sun Life Financial was a new MONECO Advisors position in Q2 2026.
  • Sun Life Financial made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #530 holding.
  • MONECO Advisors first reported a position in Sun Life Financial in Q3 2019 and has held it in 22 quarters since.
  • MONECO Advisors's Sun Life Financial position peaked at $457K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.