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OneDigital Investment Advisors’s Sun Life Financial SLF Stock Holding History

OneDigital Investment 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 		$258K Buy
+3,288
New +$237K ﹤0.01% 1376
2025
Q4 		– Sell
-3,357
Closed -$202K – 1584
2025
Q3 		$202K Buy
3,357
+246
+8% +$14.8K ﹤0.01% 1429
2025
Q2 		$207K Buy
+3,111
New +$191K ﹤0.01% 1374

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

OneDigital Investment Advisors's SLF Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 3,288 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in SLF as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in SLF in Q2 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • OneDigital Investment Advisors held 3,288 shares of Sun Life Financial worth $258K as of Q2 2026.
  • Sun Life Financial was a new OneDigital Investment Advisors position in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1376 holding.
  • OneDigital Investment Advisors first reported a position in Sun Life Financial in Q2 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.