Wealthspire Advisors (New York)’s Sun Life Financial SLF Stock Holding History

Wealthspire Advisors (New York)’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	$215K	Buy	+2,745	New	+$198K	﹤0.01%	1142
2026 Q1	–	Sell	-3,966	Closed	-$247K	–	1077
2025 Q4	$247K	Buy	3,966 +1,143	+40%	+$69.1K	﹤0.01%	882
2025 Q3	$169K	Sell	2,823 -301	-10%	-$18.1K	﹤0.01%	851
2025 Q2	$208K	Buy	+3,124	New	+$192K	﹤0.01%	784
2023 Q4	–	Sell	-5,461	Closed	-$266K	–	655
2023 Q3	$266K	Sell	5,461 -243	-4%	-$12.2K	﹤0.01%	506
2023 Q2	$297K	Sell	5,704 -566	-9%	-$27.8K	﹤0.01%	459
2023 Q1	$293K	Buy	6,270 +1,335	+27%	+$64.3K	0.01%	448
2022 Q4	$229K	Buy	+4,935	New	+$218K	﹤0.01%	514
2022 Q1	–	Sell	-3,952	Closed	-$220K	–	536
2021 Q4	$220K	Buy	+3,952	New	+$218K	﹤0.01%	497
2021 Q2	–	Sell	-4,731	Closed	-$239K	–	611
2021 Q1	$239K	Buy	4,731 +27	+0.6%	+$1.32K	0.01%	624
2020 Q4	$209K	Buy	+4,704	New	+$204K	0.01%	541
2019 Q1	–	Sell	-257	Closed	-$9K	–	670
2018 Q4	$9K	Buy	+257	New	+$9.29K	﹤0.01%	534

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

Wealthspire Advisors (New York)'s SLF Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Sun Life Financial (SLF) in Q2 2026: 2,745 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SLF as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in SLF in Q4 2018 and has held it in 12 quarters since. The position peaked at $297K in Q2 2023. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Wealthspire Advisors (New York) held 2,745 shares of Sun Life Financial worth $215K as of Q2 2026.
Sun Life Financial was a new Wealthspire Advisors (New York) position in Q2 2026.
Sun Life Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1142 holding.
Wealthspire Advisors (New York) first reported a position in Sun Life Financial in Q4 2018 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Sun Life Financial position peaked at $297K in Q2 2023.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.