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

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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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return