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

Dogwood 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
2026 Q2	$25.6K	Hold	327	–	–	0.01%	221
2026 Q1	$20.5K	Hold	327	–	–	0.01%	240
2025 Q4	$20.4K	Hold	327	–	–	0.01%	196
2025 Q3	$19.6K	Hold	327	–	–	0.01%	189
2025 Q2	$20.3K	Hold	327	–	–	0.01%	170
2025 Q1	$18.7K	Hold	327	–	–	0.01%	161
2024 Q4	$19.4K	Hold	327	–	–	0.01%	155
2024 Q3	$19K	Hold	327	–	–	0.01%	144
2024 Q2	$16K	Buy	+327	New	+$16.6K	0.01%	150

Other funds holding SLF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dogwood Wealth Management's SLF Position: Q2 2026 in Review

Dogwood Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2026 at 327 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #221.

Dogwood Wealth Management first reported a position in SLF in Q2 2024 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Dogwood Wealth Management held 327 shares of Sun Life Financial worth $25.6K as of Q2 2026.
Dogwood Wealth Management left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #221 holding.
Dogwood Wealth Management first reported a position in Sun Life Financial in Q2 2024 and has held it in 9 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.