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WCG Wealth Advisors’s Sun Life Financial SLF Stock Holding History

WCG Wealth 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
Q1 		$1.04M Sell
16,661
-2,120
-11% -$136K 0.03% 373
2025
Q4 		$1.17M Buy
+18,781
New +$1.13M 0.03% 338

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

WCG Wealth Advisors's SLF Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Sun Life Financial (SLF) stake by 11% in Q1 2026, selling an estimated $136K and leaving 16,661 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #373.

WCG Wealth Advisors first reported a position in SLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • WCG Wealth Advisors held 16,661 shares of Sun Life Financial worth $1.04M as of Q1 2026.
  • WCG Wealth Advisors sold 2,120 Sun Life Financial shares in Q1 2026, an estimated $136K.
  • Sun Life Financial made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • WCG Wealth Advisors first reported a position in Sun Life Financial in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Sun Life Financial position peaked at $1.17M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.