Atticus Wealth Management’s Sun Life Financial SLF Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-491	Closed	-$32.6K	–	556
2025 Q2	$32.6K	Hold	491	–	–	0.01%	365
2025 Q1	$28.1K	Hold	491	–	–	0.01%	287
2024 Q4	$29.1K	Hold	491	–	–	0.01%	301
2024 Q3	$28.5K	Hold	491	–	–	0.01%	301
2024 Q2	$24.1K	Hold	491	–	–	0.01%	295
2024 Q1	$26.8K	Hold	491	–	–	0.01%	298
2023 Q4	$25.5K	Hold	491	–	–	0.01%	311
2023 Q3	$24K	Hold	491	–	–	0.01%	319
2023 Q2	$25.6K	Hold	491	–	–	0.01%	318
2023 Q1	$22.9K	Hold	491	–	–	0.01%	311
2022 Q4	$22.8K	Hold	491	–	–	0.01%	321
2022 Q3	$22K	Hold	491	–	–	0.01%	303
2022 Q2	$22K	Hold	491	–	–	0.01%	331
2022 Q1	$27K	Hold	491	–	–	0.01%	304
2021 Q4	$27K	Hold	491	–	–	0.01%	289
2021 Q3	$25K	Hold	491	–	–	0.01%	296
2021 Q2	$25K	Hold	491	–	–	0.01%	274
2021 Q1	$25K	Hold	491	–	–	0.01%	261
2020 Q4	$22K	Hold	491	–	–	0.01%	256
2020 Q3	$20K	Hold	491	–	–	0.01%	224
2020 Q2	$18K	Hold	491	–	–	0.01%	216
2020 Q1	$16K	Buy	+491	New	+$21K	0.01%	214

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Atticus Wealth Management's SLF Position: Q3 2025 in Review

Atticus Wealth Management sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 491 shares — an estimated $32.6K sold.

Atticus Wealth Management first reported a position in SLF in Q1 2020 and held it in 22 quarters. The position peaked at $32.6K in Q2 2025. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Atticus Wealth Management reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 491 Sun Life Financial shares in Q3 2025, an estimated $32.6K.
Atticus Wealth Management first reported a position in Sun Life Financial in Q1 2020 and held it in 22 quarters.
Atticus Wealth Management's Sun Life Financial position peaked at $32.6K in Q2 2025.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.