Wealth Enhancement Advisory Services
SLF icon

Wealth Enhancement Advisory Services’s Sun Life Financial SLF Stock Holding History

Wealth Enhancement Advisory Services’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 		$837K Sell
21,328
-645
-3% -$46.4K ﹤0.01% 2215
2026
Q1 		$711K Buy
21,973
+9,057
+70% +$579K ﹤0.01% 2051
2025
Q4 		$824K Buy
12,916
+222
+2% +$13.4K ﹤0.01% 2084
2025
Q3 		$772K Buy
12,694
+2,250
+22% +$135K ﹤0.01% 2031
2025
Q2 		$683K Buy
10,444
+224
+2% +$13.7K ﹤0.01% 1982
2025
Q1 		$585K Buy
10,220
+1,645
+19% +$93.8K ﹤0.01% 1941
2024
Q4 		$509K Buy
8,575
+2,099
+32% +$124K ﹤0.01% 1979
2024
Q3 		$376K Sell
6,476
-108
-2% -$5.64K ﹤0.01% 2026
2024
Q2 		$323K Buy
6,584
+58
+0.9% +$2.94K ﹤0.01% 1932
2024
Q1 		$356K Sell
6,526
-266
-4% -$14.1K ﹤0.01% 1807
2023
Q4 		$352K Sell
6,792
-241
-3% -$11.9K ﹤0.01% 1713
2023
Q3 		$343K Buy
+7,033
New +$353K ﹤0.01% 1653

Other funds holding SLF

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
QI
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's SLF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Sun Life Financial (SLF) stake by 2.9% in Q2 2026, selling an estimated $46.4K and leaving 21,328 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Wealth Enhancement Advisory Services first reported a position in SLF in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,328 shares of Sun Life Financial worth $837K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 645 Sun Life Financial shares in Q2 2026, an estimated $46.4K.
  • Sun Life Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2215 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sun Life Financial in Q3 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.