NewEdge Wealth’s Sun Life Financial SLF Stock Holding History

NewEdge Wealth’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	$325K	Sell	4,144 -94	-2%	-$6.76K	﹤0.01%	1013
2026 Q1	$265K	Buy	4,238 +48	+1%	+$3.07K	﹤0.01%	1002
2025 Q4	$261K	Buy	4,190 +109	+3%	+$6.58K	﹤0.01%	1072
2025 Q3	$252K	Sell	4,081 -537	-12%	-$32.3K	﹤0.01%	922
2025 Q2	$284K	Sell	4,618 -21	-0.5%	-$1.29K	﹤0.01%	846
2025 Q1	$266K	Buy	4,639 +21	+0.5%	+$1.2K	﹤0.01%	803
2024 Q4	$274K	Hold	4,618	–	–	﹤0.01%	790
2024 Q3	$268K	Hold	4,618	–	–	﹤0.01%	753
2024 Q2	$226K	Sell	4,618 -20	-0.4%	-$1.01K	﹤0.01%	707
2024 Q1	$241K	Buy	4,638 +20	+0.4%	+$1.06K	0.01%	712
2023 Q4	$239K	Hold	4,618	–	–	0.01%	673
2023 Q3	$225K	Hold	4,618	–	–	0.01%	596
2023 Q2	$241K	Hold	4,618	–	–	0.01%	575
2023 Q1	$216K	Sell	4,618 -23	-0.5%	-$1.11K	0.01%	571
2022 Q4	$215K	Buy	+4,641	New	+$205K	0.01%	509

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

NewEdge Wealth's SLF Position: Q2 2026 in Review

NewEdge Wealth reduced its Sun Life Financial (SLF) stake by 2.2% in Q2 2026, selling an estimated $6.76K and leaving 4,144 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

NewEdge Wealth 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 Wealth held 4,144 shares of Sun Life Financial worth $325K as of Q2 2026.
NewEdge Wealth sold 94 Sun Life Financial shares in Q2 2026, an estimated $6.76K.
Sun Life Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1013 holding.
NewEdge Wealth 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 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.