Asset Planning Inc’s Sun Life Financial SLF Stock Holding History

Asset Planning Inc’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	$53.2K	Hold	678	–	–	0.03%	155
2026 Q1	$42.4K	Hold	678	–	–	0.03%	159
2025 Q4	$42.3K	Hold	678	–	–	0.03%	158
2025 Q3	$40.7K	Hold	678	–	–	0.03%	162
2025 Q2	$45.1K	Hold	678	–	–	0.03%	154
2025 Q1	$38.8K	Hold	678	–	–	0.03%	163
2024 Q4	$40.2K	Buy	+678	New	+$40K	0.03%	160

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

Asset Planning Inc's SLF Position: Q2 2026 in Review

Asset Planning Inc held its Sun Life Financial (SLF) position steady in Q2 2026 at 678 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #155.

Asset Planning Inc first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Asset Planning Inc held 678 shares of Sun Life Financial worth $53.2K as of Q2 2026.
Asset Planning Inc left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #155 holding.
Asset Planning Inc first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.