Sound View Wealth Advisors Group’s Sun Life Financial SLF Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$403K	Hold	6,441	–	–	0.03%	303
2025 Q4	$402K	Sell	6,441 -224	-3%	-$13.5K	0.03%	304
2025 Q3	$400K	Hold	6,665	–	–	0.03%	303
2025 Q2	$443K	Sell	6,665 -317	-5%	-$19.4K	0.03%	288
2025 Q1	$400K	Sell	6,982 -1,909	-21%	-$109K	0.03%	286
2024 Q4	$528K	Hold	8,891	–	–	0.04%	254
2024 Q3	$516K	Buy	8,891 +1,909	+27%	+$99.8K	0.04%	251
2024 Q2	$342K	Hold	6,982	–	–	0.04%	281
2024 Q1	$381K	Hold	6,982	–	–	0.04%	272
2023 Q4	$362K	Hold	6,982	–	–	0.04%	280
2023 Q3	$341K	Buy	+6,982	New	+$350K	0.04%	271
2023 Q1	–	Sell	-6,982	Closed	-$362K	–	404
2022 Q4	$362K	Buy	+6,982	New	+$309K	0.04%	280
2020 Q1	–	Sell	-4,400	Closed	-$201K	–	230
2019 Q4	$201K	Buy	+4,400	New	+$198K	0.06%	234

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Sound View Wealth Advisors Group's SLF Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Sun Life Financial (SLF) position steady in Q1 2026 at 6,441 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #303.

Sound View Wealth Advisors Group first reported a position in SLF in Q4 2019 and has held it in 13 quarters since. The position peaked at $528K in Q4 2024. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Sound View Wealth Advisors Group held 6,441 shares of Sun Life Financial worth $403K as of Q1 2026.
Sound View Wealth Advisors Group left its Sun Life Financial share count unchanged in Q1 2026.
Sun Life Financial made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #303 holding.
Sound View Wealth Advisors Group first reported a position in Sun Life Financial in Q4 2019 and has held it in 13 quarters since.
Sound View Wealth Advisors Group's Sun Life Financial position peaked at $528K in Q4 2024.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.