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Centerpoint Advisors’s Sun Life Financial SLF Stock Holding History

Centerpoint Advisors’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
-44
Closed -$3K – 464
2025
Q3 		$3K Buy
+44
New +$2.65K ﹤0.01% 399

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Centerpoint Advisors's SLF Position: Q4 2025 in Review

Centerpoint Advisors sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 44 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in SLF in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • Centerpoint Advisors reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 44 Sun Life Financial shares in Q4 2025, an estimated $3K.
  • Centerpoint Advisors first reported a position in Sun Life Financial in Q3 2025 and held it in 1 quarter.
  • Centerpoint Advisors's Sun Life Financial position peaked at $3K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.