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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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

Pathway Financial Advisers's SLF Position: Q2 2026 in Review

Pathway Financial Advisers increased its Sun Life Financial (SLF) stake by 0.46% in Q2 2026, buying an estimated $8.56K and bringing the position to 25,721 shares worth $2.02M. The position accounts for 0.51% of the portfolio, ranked #71.

Pathway Financial Advisers first reported a position in SLF in Q4 2022 and has held it in 14 quarters since. 168 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Pathway Financial Advisers held 25,721 shares of Sun Life Financial worth $2.02M as of Q2 2026.
  • Pathway Financial Advisers bought 119 Sun Life Financial shares in Q2 2026, an estimated $8.56K.
  • Sun Life Financial made up 0.51% of Pathway Financial Advisers's portfolio in Q2 2026, its #71 holding.
  • Pathway Financial Advisers first reported a position in Sun Life Financial in Q4 2022 and has held it in 14 quarters since.
  • 168 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.