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Steward Partners Investment Advisory’s Sun Life Financial SLF Stock Holding History

Steward Partners Investment Advisory’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 		$622K Sell
7,938
-4
-0.1% -$288 ﹤0.01% 1577
2026
Q1 		$497K Buy
7,942
+1,984
+33% +$127K ﹤0.01% 1535
2025
Q4 		$372K Buy
5,958
+1,082
+22% +$65.4K ﹤0.01% 1592
2025
Q3 		$293K Buy
4,876
+1,571
+48% +$94.5K ﹤0.01% 1669
2025
Q2 		$220K Sell
3,305
-98
-3% -$6.01K ﹤0.01% 1719
2025
Q1 		$195K Buy
3,403
+200
+6% +$11.4K ﹤0.01% 1660
2024
Q4 		$190K Hold
3,203
– – ﹤0.01% 1647
2024
Q3 		$186K Buy
3,203
+96
+3% +$5.02K ﹤0.01% 1565
2024
Q2 		$152K Buy
3,107
+224
+8% +$11.4K ﹤0.01% 1577
2024
Q1 		$157K Hold
2,883
– – ﹤0.01% 1545
2023
Q4 		$150K Hold
2,883
– – ﹤0.01% 1499
2023
Q3 		$141K Buy
2,883
+491
+21% +$24.6K ﹤0.01% 1422
2023
Q2 		$125K Sell
2,392
-857
-26% -$42.1K ﹤0.01% 1474
2023
Q1 		$152K Buy
3,249
+1,857
+133% +$89.4K ﹤0.01% 1404
2022
Q4 		$64.6K Sell
1,392
-9
-0.6% -$398 ﹤0.01% 1733
2022
Q3 		$56K Sell
1,401
-13
-0.9% -$583 ﹤0.01% 1731
2022
Q2 		$65K Sell
1,414
-109
-7% -$5.43K ﹤0.01% 1678
2022
Q1 		$85K Buy
1,523
+131
+9% +$7.21K ﹤0.01% 1671
2021
Q4 		$78K Hold
1,392
– – ﹤0.01% 1700
2021
Q3 		$72K Hold
1,392
– – ﹤0.01% 1696
2021
Q2 		$72K Sell
1,392
-875
-39% -$46.2K ﹤0.01% 2698
2021
Q1 		$115K Buy
2,267
+875
+63% +$42.8K ﹤0.01% 1550
2020
Q4 		$62K Hold
1,392
– – ﹤0.01% 1562
2020
Q3 		$57K Sell
1,392
-200
-13% -$8.09K ﹤0.01% 1448
2020
Q2 		$59K Hold
1,592
– – ﹤0.01% 1348
2020
Q1 		$51K Hold
1,592
– – ﹤0.01% 1248
2019
Q4 		$72K Hold
1,592
– – ﹤0.01% 1254
2019
Q3 		$71K Buy
1,592
+3
+0.2% +$125 ﹤0.01% 1215
2019
Q2 		$65K Buy
+1,589
New +$63.8K ﹤0.01% 1238
2018
Q4 		– Sell
-1,200
Closed -$48K – 1933
2018
Q3 		$48K Buy
+1,200
New +$48K ﹤0.01% 1210

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

Steward Partners Investment Advisory's SLF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Sun Life Financial (SLF) stake by 0.05% in Q2 2026, selling an estimated $288 and leaving 7,938 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Steward Partners Investment Advisory first reported a position in SLF in Q3 2018 and has held it in 30 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Steward Partners Investment Advisory held 7,938 shares of Sun Life Financial worth $622K as of Q2 2026.
  • Steward Partners Investment Advisory sold 4 Sun Life Financial shares in Q2 2026, an estimated $288.
  • Sun Life Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1577 holding.
  • Steward Partners Investment Advisory first reported a position in Sun Life Financial in Q3 2018 and has held it in 30 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.