D.J. St. Germain’s Sun Life Financial SLF Stock Holding History

D.J. St. Germain’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	$360K	Hold	5,747	–	–	0.01%	249
2025 Q4	$359K	Hold	5,747	–	–	0.01%	249
2025 Q3	$345K	Hold	5,747	–	–	0.01%	251
2025 Q2	$382K	Buy	5,747 +5,097	+784%	+$313K	0.02%	235
2025 Q1	$37.2K	Hold	650	–	–	﹤0.01%	429
2024 Q4	$38.6K	Hold	650	–	–	﹤0.01%	449
2024 Q3	$37.7K	Hold	650	–	–	﹤0.01%	410
2024 Q2	$31.8K	Sell	650 -6,459	-91%	-$328K	﹤0.01%	421
2024 Q1	$388K	Buy	7,109 +1,362	+24%	+$72K	0.02%	218
2023 Q4	$298K	Buy	5,747 +5,097	+784%	+$251K	0.02%	234
2023 Q3	$31.7K	Hold	650	–	–	﹤0.01%	410
2023 Q2	$33.9K	Buy	+650	New	+$31.9K	﹤0.01%	416

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B 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 $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return