Superior Planning, LLC’s Sun Life Financial SLF Stock Holding History

Superior Planning, LLC’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	$35.5K	Buy	+455	New	+$36.6K	0.01%	480

Other funds holding SLF

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Superior Planning, LLC's SLF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sun Life Financial (SLF) in Q3 2026: 455 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings.

344 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Superior Planning, LLC held 455 shares of Sun Life Financial worth $35.5K as of Q3 2026.
Sun Life Financial was a new Superior Planning, LLC position in Q3 2026.
Sun Life Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #480 holding.
344 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.