Pacific Capital Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-54	Closed	-$3.2K	–	318
2024 Q4	$3.2K	Hold	54	–	–	﹤0.01%	327
2024 Q3	$3.13K	Hold	54	–	–	﹤0.01%	372
2024 Q2	$2.65K	Hold	54	–	–	﹤0.01%	426
2024 Q1	$2.95K	Hold	54	–	–	﹤0.01%	390
2023 Q4	$2.8K	Buy	+54	New	+$2.66K	﹤0.01%	276

Other funds holding SLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pacific Capital Wealth Advisors's SLF Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 54 shares — an estimated $3.2K sold.

Pacific Capital Wealth Advisors first reported a position in SLF in Q4 2023 and held it in 5 quarters. The position peaked at $3.2K in Q4 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 54 Sun Life Financial shares in Q1 2025, an estimated $3.2K.
Pacific Capital Wealth Advisors first reported a position in Sun Life Financial in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Sun Life Financial position peaked at $3.2K in Q4 2024.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.