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

Pathway Financial 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	$346K	Hold	4,339	–	–	0.04%	107
2026 Q1	$276K	Hold	4,339	–	–	0.03%	118
2025 Q4	$276K	Hold	4,339	–	–	0.03%	123
2025 Q3	$260K	Hold	4,339	–	–	0.03%	122
2025 Q2	$288K	Hold	4,339	–	–	0.04%	108
2025 Q1	$248K	Hold	4,339	–	–	0.04%	147
2024 Q4	$257K	Hold	4,339	–	–	0.06%	137
2024 Q3	$252K	Hold	4,339	–	–	0.06%	140
2024 Q2	$213K	Hold	4,339	–	–	0.06%	150
2024 Q1	$237K	Hold	4,339	–	–	0.06%	143
2023 Q4	$225K	Hold	4,339	–	–	0.07%	142
2023 Q3	$212K	Hold	4,339	–	–	0.07%	125
2023 Q2	$226K	Hold	4,339	–	–	0.07%	115
2023 Q1	$203K	Hold	4,339	–	–	0.07%	126
2022 Q4	$201K	Buy	+4,339	New	+$192K	0.06%	122
2022 Q2	–	Sell	-4,339	Closed	-$242K	–	146
2022 Q1	$242K	Hold	4,339	–	–	0.09%	124
2021 Q4	$246K	Buy	+4,339	New	+$240K	0.09%	120
2021 Q1	$234K	Hold	4,339	–	–	0.09%	110
2020 Q4	$209K	Buy	+4,339	New	+$188K	0.09%	109
2020 Q1	–	Sell	-4,339	Closed	-$210K	–	119
2019 Q4	$210K	Hold	4,339	–	–	0.06%	122
2019 Q3	$201K	Buy	+4,339	New	+$181K	0.06%	107

Other funds holding SLF

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

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

Pathway Financial Advisors held its Sun Life Financial (SLF) position steady in Q2 2026 at 4,339 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #107.

Pathway Financial Advisors first reported a position in SLF in Q3 2019 and has held it in 21 quarters since. 58 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Pathway Financial Advisors held 4,339 shares of Sun Life Financial worth $346K as of Q2 2026.
Pathway Financial Advisors left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.04% of Pathway Financial Advisors's portfolio in Q2 2026, its #107 holding.
Pathway Financial Advisors first reported a position in Sun Life Financial in Q3 2019 and has held it in 21 quarters since.
58 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.