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Global Wealth Strategies & Associates’s Sun Life Financial SLF Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-24
Closed -$1.37K – 447
2025
Q1 		$1.37K Buy
+24
New +$1.37K ﹤0.01% 405

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

Global Wealth Strategies & Associates's SLF Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 24 shares — an estimated $1.37K sold.

Global Wealth Strategies & Associates first reported a position in SLF in Q1 2025 and held it in 1 quarter. The position peaked at $1.37K in Q1 2025. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 24 Sun Life Financial shares in Q2 2025, an estimated $1.37K.
  • Global Wealth Strategies & Associates first reported a position in Sun Life Financial in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Sun Life Financial position peaked at $1.37K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.