Waverly Advisors’s Sun Life Financial SLF Stock Holding History

Waverly 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	$637K	Buy	8,119 +988	+14%	+$71.1K	﹤0.01%	1062
2026 Q1	$446K	Buy	+7,131	New	+$456K	﹤0.01%	1139
2018 Q1	–	Sell	-1,308	Closed	-$54K	–	334
2017 Q4	$54K	Buy	+1,308	New	+$52.1K	0.01%	249
2015 Q3	–	Sell	-125	Closed	-$4K	–	452
2015 Q2	$4K	Hold	125	–	–	﹤0.01%	322
2015 Q1	$4K	Hold	125	–	–	﹤0.01%	311
2014 Q4	$5K	Hold	125	–	–	﹤0.01%	373
2014 Q3	$5K	Hold	125	–	–	﹤0.01%	635
2014 Q2	$5K	Hold	125	–	–	﹤0.01%	592
2014 Q1	$4K	Sell	125 -1,000	-89%	-$34.4K	﹤0.01%	599
2013 Q4	$40K	Hold	1,125	–	–	0.01%	362
2013 Q3	$36K	Buy	+1,125	New	+$35.8K	0.02%	291

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

Waverly Advisors's SLF Position: Q2 2026 in Review

Waverly Advisors increased its Sun Life Financial (SLF) stake by 14% in Q2 2026, buying an estimated $71.1K and bringing the position to 8,119 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Waverly Advisors first reported a position in SLF in Q3 2013 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Waverly Advisors held 8,119 shares of Sun Life Financial worth $637K as of Q2 2026.
Waverly Advisors bought 988 Sun Life Financial shares in Q2 2026, an estimated $71.1K.
Sun Life Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1062 holding.
Waverly Advisors first reported a position in Sun Life Financial in Q3 2013 and has held it in 11 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.