Cornerstone Planning Group’s Sun Life Financial SLF Stock Holding History

Cornerstone Planning Group’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	$35.9K	Hold	441	–	–	﹤0.01%	486
2026 Q1	$32.3K	Buy	441 +30	+7%	+$1.92K	﹤0.01%	523
2025 Q4	$25.9K	Buy	411 +167	+68%	+$10.1K	﹤0.01%	524
2025 Q3	$9.69K	Sell	244 -135	-36%	-$8.12K	﹤0.01%	791
2025 Q2	$23K	Hold	379	–	–	﹤0.01%	387
2025 Q1	$21.9K	Sell	379 -5	-1%	-$285	0.01%	395
2024 Q4	$22.6K	Buy	384 +7	+2%	+$413	0.01%	291
2024 Q3	$21.4K	Buy	377 +13	+4%	+$679	0.01%	291
2024 Q2	$17.1K	Buy	+364	New	+$18.5K	﹤0.01%	339

Other funds holding SLF

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cornerstone Planning Group's SLF Position: Q2 2026 in Review

Cornerstone Planning Group held its Sun Life Financial (SLF) position steady in Q2 2026 at 441 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Cornerstone Planning Group first reported a position in SLF in Q2 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Cornerstone Planning Group held 441 shares of Sun Life Financial worth $35.9K as of Q2 2026.
Cornerstone Planning Group left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #486 holding.
Cornerstone Planning Group first reported a position in Sun Life Financial in Q2 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.