Washington Trust Advisors’s Sun Life Financial SLF Stock Holding History

Washington Trust 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	$12.9K	Hold	165	–	–	﹤0.01%	506
2026 Q1	$10.3K	Hold	165	–	–	﹤0.01%	489
2025 Q4	$10.3K	Hold	165	–	–	﹤0.01%	488
2025 Q3	$9.9K	Hold	165	–	–	﹤0.01%	523
2025 Q2	$11K	Hold	165	–	–	﹤0.01%	464
2025 Q1	$9.45K	Hold	165	–	–	﹤0.01%	476
2024 Q4	$9.79K	Hold	165	–	–	﹤0.01%	479
2024 Q3	$9.57K	Hold	165	–	–	﹤0.01%	482
2024 Q2	$8.08K	Hold	165	–	–	﹤0.01%	496
2024 Q1	$9.01K	Hold	165	–	–	﹤0.01%	495
2023 Q4	$8.56K	Hold	165	–	–	﹤0.01%	505
2023 Q3	$8.05K	Hold	165	–	–	﹤0.01%	488
2023 Q2	$8.6K	Hold	165	–	–	﹤0.01%	482
2023 Q1	$7.71K	Hold	165	–	–	﹤0.01%	539
2022 Q4	$7.66K	Hold	165	–	–	﹤0.01%	533
2022 Q3	$7K	Hold	165	–	–	﹤0.01%	662
2022 Q2	$8K	Sell	165 -610	-79%	-$30.4K	﹤0.01%	673
2022 Q1	$43K	Hold	775	–	–	﹤0.01%	472
2021 Q4	$43K	Buy	+775	New	+$42.8K	﹤0.01%	504

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

Washington Trust Advisors's SLF Position: Q2 2026 in Review

Washington Trust Advisors held its Sun Life Financial (SLF) position steady in Q2 2026 at 165 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Washington Trust Advisors first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $43K in Q1 2022. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Washington Trust Advisors held 165 shares of Sun Life Financial worth $12.9K as of Q2 2026.
Washington Trust Advisors left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #506 holding.
Washington Trust Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Sun Life Financial position peaked at $43K in Q1 2022.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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