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

Sequoia 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 		$1.43M Sell
18,221
-207
-1% -$14.9K 0.01% 782
2026
Q1 		$1.15M Sell
18,428
-10
-0.1% -$639 0.01% 837
2025
Q4 		$1.15M Buy
18,438
+345
+2% +$20.8K 0.01% 817
2025
Q3 		$1.09M Sell
18,093
-1,225
-6% -$73.7K 0.01% 737
2025
Q2 		$1.28M Buy
19,318
+8,065
+72% +$495K 0.01% 600
2025
Q1 		$644K Buy
11,253
+44
+0.4% +$2.51K 0.01% 765
2024
Q4 		$665K Buy
11,209
+434
+4% +$25.6K 0.01% 709
2024
Q3 		$625K Sell
10,775
-557
-5% -$29.1K 0.01% 681
2024
Q2 		$555K Buy
11,332
+1,030
+10% +$52.3K 0.01% 656
2024
Q1 		$562K Buy
10,302
+221
+2% +$11.7K 0.01% 650
2023
Q4 		$523K Sell
10,081
-182
-2% -$8.96K 0.01% 716
2023
Q3 		$501K Sell
10,263
-582
-5% -$29.2K 0.01% 526
2023
Q2 		$565K Buy
10,845
+3,206
+42% +$158K 0.01% 489
2023
Q1 		$357K Buy
7,639
+855
+13% +$41.2K 0.01% 565
2022
Q4 		$315K Buy
+6,784
New +$300K 0.01% 565
2022
Q3 		– Sell
-5,366
Closed -$246K – 579
2022
Q2 		$246K Buy
5,366
+1,226
+30% +$61.1K 0.01% 493
2022
Q1 		$231K Buy
+4,140
New +$228K 0.01% 576

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Sequoia Financial Advisors reduced its Sun Life Financial (SLF) stake by 1.1% in Q2 2026, selling an estimated $14.9K and leaving 18,221 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #782.

Sequoia Financial Advisors first reported a position in SLF in Q1 2022 and has held it in 17 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Sequoia Financial Advisors held 18,221 shares of Sun Life Financial worth $1.43M as of Q2 2026.
  • Sequoia Financial Advisors sold 207 Sun Life Financial shares in Q2 2026, an estimated $14.9K.
  • Sun Life Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #782 holding.
  • Sequoia Financial Advisors first reported a position in Sun Life Financial in Q1 2022 and has held it in 17 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.