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 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 $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s SLF Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 3,966 shares — an estimated $247K sold.

Wealthspire Advisors (New York) first reported a position in SLF in Q4 2018 and held it in 11 quarters. The position peaked at $297K in Q2 2023. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,966 Sun Life Financial shares in Q1 2026, an estimated $247K.
Wealthspire Advisors (New York) first reported a position in Sun Life Financial in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s Sun Life Financial position peaked at $297K in Q2 2023.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.