Twin Peaks Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Twin Peaks Wealth 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	–	Sell	-190	Closed	-$11.9K	–	1871
2026 Q1	$11.9K	Buy	+190	New	+$12.1K	﹤0.01%	968
2025 Q3	–	Sell	-137	Closed	-$7.89K	–	1790
2025 Q2	$7.89K	Buy	+137	New	+$8.4K	﹤0.01%	1061

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

Twin Peaks Wealth Advisors's SLF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 190 shares — an estimated $11.9K sold.

Twin Peaks Wealth Advisors first reported a position in SLF in Q2 2025 and held it in 2 quarters. The position peaked at $11.9K in Q1 2026. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 190 Sun Life Financial shares in Q2 2026, an estimated $11.9K.
Twin Peaks Wealth Advisors first reported a position in Sun Life Financial in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Sun Life Financial position peaked at $11.9K in Q1 2026.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.