Physician Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Physician 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
2026 Q2	$1.65K	Buy	+21	New	+$1.51K	﹤0.01%	1586
2025 Q3	–	Sell	-8	Closed	-$532	–	2041
2025 Q2	$532	Buy	+8	New	+$491	﹤0.01%	1693

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

Physician Wealth Advisors's SLF Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 21 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in SLF as recently as Q2 2025.

Physician Wealth Advisors first reported a position in SLF in Q2 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Physician Wealth Advisors held 21 shares of Sun Life Financial worth $1.65K as of Q2 2026.
Sun Life Financial was a new Physician Wealth Advisors position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1586 holding.
Physician Wealth Advisors first reported a position in Sun Life Financial in Q2 2025 and has held it in 2 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.