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Financial Gravity Companies’s Sun Life Financial SLF Stock Holding History

Financial Gravity Companies’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 		$64K Buy
+963
New +$59.1K 0.01% 273
2024
Q4 		$57.1K Hold
963
– – 0.01% 267
2024
Q3 		$55.9K Buy
+963
New +$50.3K 0.02% 172

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Financial Gravity Companies's SLF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Sun Life Financial (SLF) in Q2 2025: 963 shares worth $64K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SLF as recently as Q4 2024.

Financial Gravity Companies first reported a position in SLF in Q3 2024 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

  • Financial Gravity Companies held 963 shares of Sun Life Financial worth $64K as of Q2 2025.
  • Sun Life Financial was a new Financial Gravity Companies position in Q2 2025.
  • Sun Life Financial made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #273 holding.
  • Financial Gravity Companies first reported a position in Sun Life Financial in Q3 2024 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.