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
Q3 		$990K Buy
24,524
+3,196
+15% +$257K ﹤0.01% 2187
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's SLF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Sun Life Financial (SLF) stake by 15% in Q3 2026, buying an estimated $257K and bringing the position to 24,524 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Wealth Enhancement Advisory Services first reported a position in SLF in Q3 2023 and has held it in 13 quarters since. 119 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 24,524 shares of Sun Life Financial worth $990K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,196 Sun Life Financial shares in Q3 2026, an estimated $257K.
  • Sun Life Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2187 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sun Life Financial in Q3 2023 and has held it in 13 quarters since.
  • 119 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.