Sun Life Financial shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.7M | 76k | 62.56 |
| 2025-12-31 | $1.2M | 20k | 62.40 |
| 2025-09-30 | $1.2M | 21k | 60.03 |
| 2025-06-30 | $1.4M | 21k | 66.45 |
| 2025-03-31 | $1.6M | 28k | 57.26 |
| 2024-12-31 | $1.2M | 20k | 59.34 |
| 2024-09-30 | $1.2M | 20k | 58.02 |
| 2024-06-30 | $1.0M | 21k | 48.99 |
| 2024-03-31 | $565k | 10k | 54.58 |
| 2023-12-31 | $902k | 17k | 51.86 |
| 2023-09-30 | $592k | 12k | 48.80 |
| 2023-06-30 | $577k | 11k | 52.12 |
| 2023-03-31 | $570k | 12k | 46.70 |
| 2022-12-31 | $514k | 11k | 46.42 |
| 2022-09-30 | $431k | 11k | 39.78 |
| 2022-06-30 | $521k | 11k | 45.80 |
| 2022-03-31 | $528k | 9.4k | 55.88 |
| 2021-12-31 | $475k | 8.5k | 55.64 |
| 2021-09-30 | $376k | 7.3k | 51.44 |
| 2021-06-30 | $266k | 5.2k | 51.62 |
| 2021-03-31 | $261k | 5.2k | 50.58 |
| 2020-12-31 | $230k | 5.2k | 44.37 |
| 2020-09-30 | $225k | 5.5k | 40.95 |
| 2020-06-30 | $200k | 5.6k | 35.95 |
| 2020-03-31 | $138k | 4.5k | 30.50 |
| 2019-12-31 | $230k | 5.0k | 45.79 |
| 2019-09-30 | $100k | 2.2k | 45.00 |
| 2019-06-30 | $92k | 2.2k | 41.40 |
| 2019-03-31 | $81k | 2.1k | 38.41 |
| 2018-12-31 | $65k | 2.0k | 33.23 |
| 2018-09-30 | $78k | 2.0k | 39.88 |
| 2018-06-30 | $80k | 2.0k | 40.18 |
| 2017-06-30 | $162k | 4.5k | 35.98 |
More positions owned by Captrust Financial Advisors
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