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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
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
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Asset Planning Inc's SLF Position: Q1 2026 in Review

Asset Planning Inc held its Sun Life Financial (SLF) position steady in Q1 2026 at 678 shares worth $42.4K. The position accounts for 0.03% of the portfolio, ranked #159.

Asset Planning Inc first reported a position in SLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.1K in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Asset Planning Inc held 678 shares of Sun Life Financial worth $42.4K as of Q1 2026.
  • Asset Planning Inc left its Sun Life Financial share count unchanged in Q1 2026.
  • Sun Life Financial made up 0.03% of Asset Planning Inc's portfolio in Q1 2026, its #159 holding.
  • Asset Planning Inc first reported a position in Sun Life Financial in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Sun Life Financial position peaked at $45.1K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.