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

Verdence Capital 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 		$1.28M Sell
16,291
-42
-0.3% -$3.02K 0.07% 251
2026
Q1 		$1.02M Sell
16,333
-23
-0.1% -$1.47K 0.06% 284
2025
Q4 		$1.02M Buy
16,356
+18
+0.1% +$1.09K 0.06% 273
2025
Q3 		$1.02M Buy
16,338
+4,516
+38% +$272K 0.06% 301
2025
Q2 		$786K Sell
11,822
-64
-0.5% -$3.92K 0.05% 302
2025
Q1 		$681K Sell
11,886
-75
-0.6% -$4.28K 0.05% 307
2024
Q4 		$710K Hold
11,961
– – 0.06% 304
2024
Q3 		$694K Sell
11,961
-199
-2% -$10.4K 0.06% 316
2024
Q2 		$596K Buy
12,160
+219
+2% +$11.1K 0.05% 320
2024
Q1 		$652K Hold
11,941
– – 0.06% 304
2023
Q4 		$619K Sell
11,941
-28
-0.2% -$1.38K 0.06% 300
2023
Q3 		$584K Buy
11,969
+2,140
+22% +$107K 0.06% 301
2023
Q2 		$512K Buy
9,829
+85
+0.9% +$4.18K 0.06% 310
2023
Q1 		$455K Buy
+9,744
New +$469K 0.06% 325

Other funds holding SLF

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

Verdence Capital Advisors's SLF Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Sun Life Financial (SLF) stake by 0.26% in Q2 2026, selling an estimated $3.02K and leaving 16,291 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #251.

Verdence Capital Advisors first reported a position in SLF in Q1 2023 and has held it in 14 quarters since. 178 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Verdence Capital Advisors held 16,291 shares of Sun Life Financial worth $1.28M as of Q2 2026.
  • Verdence Capital Advisors sold 42 Sun Life Financial shares in Q2 2026, an estimated $3.02K.
  • Sun Life Financial made up 0.07% of Verdence Capital Advisors's portfolio in Q2 2026, its #251 holding.
  • Verdence Capital Advisors first reported a position in Sun Life Financial in Q1 2023 and has held it in 14 quarters since.
  • 178 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.