Physician Wealth Advisors
SLF icon

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
Q3 		$1.79K Buy
23
+2
+10% +$161 ﹤0.01% 1640
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Physician Wealth Advisors's SLF Position: Q3 2026 in Review

Physician Wealth Advisors increased its Sun Life Financial (SLF) stake by 9.5% in Q3 2026, buying an estimated $161 and bringing the position to 23 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Physician Wealth Advisors first reported a position in SLF in Q2 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Physician Wealth Advisors held 23 shares of Sun Life Financial worth $1.79K as of Q3 2026.
  • Physician Wealth Advisors bought 2 Sun Life Financial shares in Q3 2026, an estimated $161.
  • Sun Life Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1640 holding.
  • Physician Wealth Advisors first reported a position in Sun Life Financial in Q2 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.