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NewEdge Advisors’s Sun Life Financial SLF Stock Holding History

NewEdge 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 		$211K Buy
2,685
+2,577
+2,386% +$185K ﹤0.01% 2737
2026
Q1 		$6.73K Buy
108
+1
+0.9% +$64 ﹤0.01% 3501
2025
Q4 		$6.68K Hold
107
– – ﹤0.01% 3591
2025
Q3 		$6.4K Buy
107
+1
+0.9% +$60 ﹤0.01% 3458
2025
Q2 		$7.01K Hold
106
– – ﹤0.01% 3315
2025
Q1 		$6.04K Sell
106
-35
-25% -$2K ﹤0.01% 3249
2024
Q4 		$8.36K Buy
141
+1
+0.7% +$59 ﹤0.01% 3086
2024
Q3 		$8.13K Buy
140
+1
+0.7% +$52 ﹤0.01% 3005
2024
Q2 		$6.83K Sell
139
-217
-61% -$11K ﹤0.01% 2987
2024
Q1 		$19.4K Buy
356
+64
+22% +$3.39K ﹤0.01% 2638
2023
Q4 		$15.1K Hold
292
– – ﹤0.01% 2689
2023
Q3 		$14.3K Hold
292
– – ﹤0.01% 2470
2023
Q2 		$15.2K Buy
292
+252
+630% +$12.4K ﹤0.01% 2465
2023
Q1 		$1.87K Sell
40
-238
-86% -$11.5K ﹤0.01% 3048
2022
Q4 		$11.1K Buy
+278
New +$12.3K ﹤0.01% 2340

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

NewEdge Advisors's SLF Position: Q2 2026 in Review

NewEdge Advisors increased its Sun Life Financial (SLF) stake by 2,386% in Q2 2026, buying an estimated $185K and bringing the position to 2,685 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

NewEdge Advisors first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • NewEdge Advisors held 2,685 shares of Sun Life Financial worth $211K as of Q2 2026.
  • NewEdge Advisors bought 2,577 Sun Life Financial shares in Q2 2026, an estimated $185K.
  • Sun Life Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2737 holding.
  • NewEdge Advisors first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.