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

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

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. 494 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.
494 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.