Flaharty Asset Management’s Sun Life Financial SLF Stock Holding History

Flaharty Asset 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
2025 Q3	–	Sell	-3,188	Closed	-$212K	–	145
2025 Q2	$212K	Sell	3,188 -423	-12%	-$25.9K	0.03%	121
2025 Q1	$207K	Hold	3,611	–	–	0.03%	115
2024 Q4	$214K	Hold	3,611	–	–	0.03%	122
2024 Q3	$210K	Buy	+3,611	New	+$189K	0.03%	112
2023 Q4	–	Sell	-4,411	Closed	-$215K	–	384
2023 Q3	$215K	Hold	4,411	–	–	0.04%	102
2023 Q2	$230K	Hold	4,411	–	–	0.04%	102
2023 Q1	$206K	Hold	4,411	–	–	0.04%	110
2022 Q4	$205K	Buy	+4,411	New	+$195K	0.04%	113
2022 Q3	–	Sell	-4,411	Closed	-$202K	–	125
2022 Q2	$202K	Hold	4,411	–	–	0.04%	118
2022 Q1	$246K	Hold	4,411	–	–	0.05%	105
2021 Q4	$246K	Hold	4,411	–	–	0.05%	114
2021 Q3	$227K	Hold	4,411	–	–	0.05%	120
2021 Q2	$227K	Hold	4,411	–	–	0.05%	110
2021 Q1	$223K	Buy	+4,411	New	+$216K	0.05%	104
2020 Q1	–	Sell	-4,411	Closed	-$201K	–	73
2019 Q4	$201K	Buy	+4,411	New	+$198K	0.07%	72

Other funds holding SLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Flaharty Asset Management's SLF Position: Q3 2025 in Review

Flaharty Asset Management sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 3,188 shares — an estimated $212K sold.

Flaharty Asset Management first reported a position in SLF in Q4 2019 and held it in 15 quarters. The position peaked at $246K in Q1 2022. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Flaharty Asset Management reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Flaharty Asset Management sold 3,188 Sun Life Financial shares in Q3 2025, an estimated $212K.
Flaharty Asset Management first reported a position in Sun Life Financial in Q4 2019 and held it in 15 quarters.
Flaharty Asset Management's Sun Life Financial position peaked at $246K in Q1 2022.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Flaharty Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.