United Capital Financial Advisors’s Sun Life Financial SLF Stock Holding History

United Capital Financial 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	$228K	Buy	+2,908	New	+$209K	﹤0.01%	1492
2016 Q3	–	Sell	-7,320	Closed	-$242K	–	1306
2016 Q2	$242K	Sell	7,320 -6,953	-49%	-$233K	﹤0.01%	1109
2016 Q1	$461K	Sell	14,273 -21,153	-60%	-$621K	0.01%	899
2015 Q4	$1.1M	Buy	35,426 +24,781	+233%	+$817K	0.01%	667
2015 Q3	$343K	Sell	10,645 -4,469	-30%	-$145K	﹤0.01%	1020
2015 Q2	$505K	Buy	+15,114	New	+$498K	0.01%	917

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

United Capital Financial Advisors's SLF Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,908 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in SLF as recently as Q2 2016.

United Capital Financial Advisors first reported a position in SLF in Q2 2015 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2015. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

United Capital Financial Advisors held 2,908 shares of Sun Life Financial worth $228K as of Q2 2026.
Sun Life Financial was a new United Capital Financial Advisors position in Q2 2026.
Sun Life Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1492 holding.
United Capital Financial Advisors first reported a position in Sun Life Financial in Q2 2015 and has held it in 6 quarters since.
United Capital Financial Advisors's Sun Life Financial position peaked at $1.1M in Q4 2015.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.