Raffa Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.21K | Buy |
41
+16
| +64% | +$1.15K | ﹤0.01% | 708 |
|
|
2026
Q1 | $1.56K | Hold |
25
| – | – | ﹤0.01% | 825 |
|
|
2025
Q4 | $1.56K | Hold |
25
| – | – | ﹤0.01% | 803 |
|
|
2025
Q3 | $1.5K | Hold |
25
| – | – | ﹤0.01% | 785 |
|
|
2025
Q2 | $1.66K | Hold |
25
| – | – | ﹤0.01% | 739 |
|
|
2025
Q1 | $1.43K | Hold |
25
| – | – | ﹤0.01% | 721 |
|
|
2024
Q4 | $1.48K | Hold |
25
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $1.45K | Hold |
25
| – | – | ﹤0.01% | 722 |
|
|
2024
Q2 | $1.23K | Hold |
25
| – | – | ﹤0.01% | 841 |
|
|
2024
Q1 | $1.36K | Hold |
25
| – | – | ﹤0.01% | 804 |
|
|
2023
Q4 | $1.3K | Hold |
25
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $1.22K | Hold |
25
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $1.3K | Hold |
25
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $1.17K | Hold |
25
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $1.16K | Hold |
25
| – | – | ﹤0.01% | 737 |
|
|
2022
Q3 | $994 | Hold |
25
| – | – | ﹤0.01% | 808 |
|
|
2022
Q2 | $1.15K | Hold |
25
| – | – | ﹤0.01% | 769 |
|
|
2022
Q1 | $1.4K | Hold |
25
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $1.39K | Hold |
25
| – | – | ﹤0.01% | 763 |
|
|
2021
Q3 | $1.29K | Hold |
25
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $1.29K | Hold |
25
| – | – | ﹤0.01% | 741 |
|
|
2021
Q1 | $1.26K | Buy |
+25
| New | +$1.22K | ﹤0.01% | 762 |
|
|
2017
Q1 | – | Sell |
-31
| Closed | -$1.19K | – | 773 |
|
|
2016
Q4 | $1.19K | Hold |
31
| – | – | ﹤0.01% | 386 |
|
|
2016
Q3 | $1.01K | Hold |
31
| – | – | ﹤0.01% | 417 |
|
|
2016
Q2 | $1.02K | Hold |
31
| – | – | ﹤0.01% | 388 |
|
|
2016
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 392 |
|
|
2015
Q4 | $967 | Hold |
31
| – | – | ﹤0.01% | 399 |
|
|
2015
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 384 |
|
|
2015
Q2 | $1.03K | Hold |
31
| – | – | ﹤0.01% | 383 |
|
|
2015
Q1 | $955 | Hold |
31
| – | – | ﹤0.01% | 401 |
|
|
2014
Q4 | $1.12K | Hold |
31
| – | – | ﹤0.01% | 336 |
|
|
2014
Q3 | $1.12K | Buy |
+31
| New | +$1.17K | ﹤0.01% | 324 |
|
|
2014
Q1 | – | Sell |
-31
| Closed | -$1.12K | – | 653 |
|
|
2013
Q4 | $1.12K | Buy |
+31
| New | +$1.05K | ﹤0.01% | 336 |
|
Other funds holding SLF
Raffa Wealth Management's SLF Position: Q2 2026 in Review
Raffa Wealth Management increased its Sun Life Financial (SLF) stake by 64% in Q2 2026, buying an estimated $1.15K and bringing the position to 41 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #708.
Raffa Wealth Management first reported a position in SLF in Q4 2013 and has held it in 33 quarters since. 466 funds tracked by Wall St. Rank hold SLF as of Q2 2026.
- Raffa Wealth Management held 41 shares of Sun Life Financial worth $3.21K as of Q2 2026.
- Raffa Wealth Management bought 16 Sun Life Financial shares in Q2 2026, an estimated $1.15K.
- Sun Life Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #708 holding.
- Raffa Wealth Management first reported a position in Sun Life Financial in Q4 2013 and has held it in 33 quarters since.
- 466 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.