Sun Life Financial’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Sun Life Financial’s Portfolio RECS Stock Details RECS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7M	Buy	+478,020	New	+$20.3M	1.06%	11

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Sun Life Financial's RECS Position: Q2 2026 in Review

Sun Life Financial opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 478,020 shares worth $20.7M. The stake represents 1.06% of the portfolio and ranks #11 among its holdings.

186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Sun Life Financial held 478,020 shares of Columbia Research Enhanced Core ETF worth $20.7M as of Q2 2026.
Columbia Research Enhanced Core ETF was a new Sun Life Financial position in Q2 2026.
Columbia Research Enhanced Core ETF made up 1.06% of Sun Life Financial's portfolio in Q2 2026, its #11 holding.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.