Pathway Financial Advisers
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Pathway Financial Advisers’s Sun Life Financial SLF Stock Holding History

Pathway Financial Advisers’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
Q3 		$1.76M Sell
22,627
-3,094
-12% -$249K 0.44% 76
2026
Q2 		$2.02M Buy
25,721
+119
+0.5% +$8.56K 0.51% 71
2026
Q1 		$1.6M Buy
25,602
+1,085
+4% +$69.4K 0.45% 79
2025
Q4 		$1.53M Sell
24,517
-270
-1% -$16.3K 0.44% 77
2025
Q3 		$1.49M Sell
24,787
-1,795
-7% -$108K 0.43% 75
2025
Q2 		$1.77M Sell
26,582
-400
-1% -$24.5K 0.57% 63
2025
Q1 		$1.54M Buy
26,982
+421
+2% +$24K 0.53% 64
2024
Q4 		$1.58M Buy
26,561
+609
+2% +$35.9K 0.53% 63
2024
Q3 		$1.51M Buy
25,952
+615
+2% +$32.1K 0.68% 47
2024
Q2 		$1.24M Buy
25,337
+1,831
+8% +$92.9K 0.44% 75
2024
Q1 		$1.28M Buy
23,506
+607
+3% +$32.1K 0.46% 70
2023
Q4 		$1.19M Buy
22,899
+1,131
+5% +$55.7K 0.45% 73
2023
Q3 		$1.06M Buy
+21,768
New +$1.09M 0.44% 72
2023
Q1 		$963K Buy
20,614
+10,030
+95% +$483K 0.39% 79
2022
Q4 		$491K Buy
+10,584
New +$468K 0.2% 112

Other funds holding SLF

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Pathway Financial Advisers's SLF Position: Q3 2026 in Review

Pathway Financial Advisers reduced its Sun Life Financial (SLF) stake by 12% in Q3 2026, selling an estimated $249K and leaving 22,627 shares worth $1.76M. The position accounts for 0.44% of the portfolio, ranked #76.

Pathway Financial Advisers first reported a position in SLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.02M in Q2 2026. 245 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Pathway Financial Advisers held 22,627 shares of Sun Life Financial worth $1.76M as of Q3 2026.
  • Pathway Financial Advisers sold 3,094 Sun Life Financial shares in Q3 2026, an estimated $249K.
  • Sun Life Financial made up 0.44% of Pathway Financial Advisers's portfolio in Q3 2026, its #76 holding.
  • Pathway Financial Advisers first reported a position in Sun Life Financial in Q4 2022 and has held it in 15 quarters since.
  • Pathway Financial Advisers's Sun Life Financial position peaked at $2.02M in Q2 2026.
  • 245 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Pathway Financial Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.