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 Q2	$505K	Hold	6,441	–	–	0.03%	282
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 $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

Sound View Wealth Advisors Group's SLF Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Sun Life Financial (SLF) position steady in Q2 2026 at 6,441 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #282.

Sound View Wealth Advisors Group first reported a position in SLF in Q4 2019 and has held it in 14 quarters since. The position peaked at $528K in Q4 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Sound View Wealth Advisors Group held 6,441 shares of Sun Life Financial worth $505K as of Q2 2026.
Sound View Wealth Advisors Group left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #282 holding.
Sound View Wealth Advisors Group first reported a position in Sun Life Financial in Q4 2019 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Sun Life Financial position peaked at $528K in Q4 2024.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.