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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
Q2 		$2.37M Buy
30,271
+13,610
+82% +$979K 0.06% 285
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 $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WCG Wealth Advisors's SLF Position: Q2 2026 in Review

WCG Wealth Advisors increased its Sun Life Financial (SLF) stake by 82% in Q2 2026, buying an estimated $979K and bringing the position to 30,271 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #285.

WCG Wealth Advisors first reported a position in SLF in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • WCG Wealth Advisors held 30,271 shares of Sun Life Financial worth $2.37M as of Q2 2026.
  • WCG Wealth Advisors bought 13,610 Sun Life Financial shares in Q2 2026, an estimated $979K.
  • Sun Life Financial made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • WCG Wealth Advisors first reported a position in Sun Life Financial in Q4 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

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