Ausdal Financial Partners’s Sun Life Financial SLF Stock Holding History

Ausdal Financial Partners’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 Q2	–	Sell	-6,088	Closed	-$349K	–	729
2025 Q1	$349K	Buy	+6,088	New	+$347K	0.03%	465
2018 Q4	–	Sell	-7,280	Closed	-$289K	–	378
2018 Q3	$289K	Hold	7,280	–	–	0.08%	285
2018 Q2	$292K	Hold	7,280	–	–	0.09%	284
2018 Q1	$299K	Sell	7,280 -284	-4%	-$12K	0.1%	249
2017 Q4	$312K	Sell	7,564 -200	-3%	-$7.97K	0.11%	242
2017 Q3	$309K	Sell	7,764 -200	-3%	-$7.63K	0.12%	220
2017 Q2	$285K	Sell	7,964 -1,149	-13%	-$39.6K	0.12%	219
2017 Q1	$333K	Hold	9,113	–	–	0.15%	179
2016 Q4	$350K	Buy	9,113 +150	+2%	+$5.43K	0.16%	159
2016 Q3	$292K	Hold	8,963	–	–	0.15%	172
2016 Q2	$294K	Hold	8,963	–	–	0.15%	166
2016 Q1	$289K	Hold	8,963	–	–	0.16%	157
2015 Q4	$280K	Buy	+8,963	New	+$296K	0.14%	164

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Ausdal Financial Partners's SLF Position: Q2 2025 in Review

Ausdal Financial Partners sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 6,088 shares — an estimated $349K sold.

Ausdal Financial Partners first reported a position in SLF in Q4 2015 and held it in 13 quarters. The position peaked at $350K in Q4 2016. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

Ausdal Financial Partners reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
Ausdal Financial Partners sold 6,088 Sun Life Financial shares in Q2 2025, an estimated $349K.
Ausdal Financial Partners first reported a position in Sun Life Financial in Q4 2015 and held it in 13 quarters.
Ausdal Financial Partners's Sun Life Financial position peaked at $350K in Q4 2016.
447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.