Ascent Group’s Sun Life Financial SLF Stock Holding History

Ascent Group’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
2025 Q4	–	Sell	-3,337	Closed	-$200K	–	792
2025 Q3	$200K	Buy	+3,337	New	+$201K	0.01%	717

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Ascent Group's SLF Position: Q4 2025 in Review

Ascent Group sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 3,337 shares — an estimated $200K sold.

Ascent Group first reported a position in SLF in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Ascent Group reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Ascent Group sold 3,337 Sun Life Financial shares in Q4 2025, an estimated $200K.
Ascent Group first reported a position in Sun Life Financial in Q3 2025 and held it in 1 quarter.
Ascent Group's Sun Life Financial position peaked at $200K in Q3 2025.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.