RAFFA WEALTH MANAGEMENT, LLC’s Sun Life Financial SLF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.21K	Buy	41 +16	+64%	+$1.15K	﹤0.01%	708
2026 Q1	$1.56K	Hold	25	–	–	﹤0.01%	825
2025 Q4	$1.56K	Hold	25	–	–	﹤0.01%	803
2025 Q3	$1.5K	Hold	25	–	–	﹤0.01%	785
2025 Q2	$1.66K	Hold	25	–	–	﹤0.01%	739
2025 Q1	$1.43K	Hold	25	–	–	﹤0.01%	721
2024 Q4	$1.48K	Hold	25	–	–	﹤0.01%	751
2024 Q3	$1.45K	Hold	25	–	–	﹤0.01%	722
2024 Q2	$1.23K	Hold	25	–	–	﹤0.01%	841
2024 Q1	$1.36K	Hold	25	–	–	﹤0.01%	804
2023 Q4	$1.3K	Hold	25	–	–	﹤0.01%	745
2023 Q3	$1.22K	Hold	25	–	–	﹤0.01%	726
2023 Q2	$1.3K	Hold	25	–	–	﹤0.01%	724
2023 Q1	$1.17K	Hold	25	–	–	﹤0.01%	744
2022 Q4	$1.16K	Hold	25	–	–	﹤0.01%	737
2022 Q3	$994	Hold	25	–	–	﹤0.01%	808
2022 Q2	$1.15K	Hold	25	–	–	﹤0.01%	769
2022 Q1	$1.4K	Hold	25	–	–	﹤0.01%	742
2021 Q4	$1.39K	Hold	25	–	–	﹤0.01%	763
2021 Q3	$1.29K	Hold	25	–	–	﹤0.01%	741
2021 Q2	$1.29K	Hold	25	–	–	﹤0.01%	741
2021 Q1	$1.26K	Buy	+25	New	+$1.22K	﹤0.01%	762
2017 Q1	–	Sell	-31	Closed	-$1.19K	–	773
2016 Q4	$1.19K	Hold	31	–	–	﹤0.01%	386
2016 Q3	$1.01K	Hold	31	–	–	﹤0.01%	417
2016 Q2	$1.02K	Hold	31	–	–	﹤0.01%	388
2016 Q1	$1K	Hold	31	–	–	﹤0.01%	392
2015 Q4	$967	Hold	31	–	–	﹤0.01%	399
2015 Q3	$1K	Hold	31	–	–	﹤0.01%	384
2015 Q2	$1.03K	Hold	31	–	–	﹤0.01%	383
2015 Q1	$955	Hold	31	–	–	﹤0.01%	401
2014 Q4	$1.12K	Hold	31	–	–	﹤0.01%	336
2014 Q3	$1.12K	Buy	+31	New	+$1.17K	﹤0.01%	324
2014 Q1	–	Sell	-31	Closed	-$1.12K	–	653
2013 Q4	$1.12K	Buy	+31	New	+$1.05K	﹤0.01%	336

Other funds holding SLF

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

PensionDanmark Copenhagen O, Denmark $12B AUM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SLF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Sun Life Financial (SLF) stake by 64% in Q2 2026, buying an estimated $1.15K and bringing the position to 41 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SLF in Q4 2013 and has held it in 33 quarters since. 136 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 41 shares of Sun Life Financial worth $3.21K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 16 Sun Life Financial shares in Q2 2026, an estimated $1.15K.
Sun Life Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #708 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Sun Life Financial in Q4 2013 and has held it in 33 quarters since.
136 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.