GBT
SLF icon

Grove Bank & Trust’s Sun Life Financial SLF Stock Holding History

Grove Bank & Trust’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
Q3 		$1.25K Hold
16
– – ﹤0.01% 866
2026
Q2 		$1.25K Hold
16
– – ﹤0.01% 826
2026
Q1 		$1K Buy
+16
New +$1.02K ﹤0.01% 811
2025
Q2 		– Sell
-221
Closed -$12.7K – 907
2025
Q1 		$12.7K Hold
221
– – ﹤0.01% 575
2024
Q4 		$13.1K Buy
221
+103
+87% +$6.08K ﹤0.01% 511
2024
Q3 		$6.85K Buy
+118
New +$6.17K ﹤0.01% 527

Other funds holding SLF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Grove Bank & Trust's SLF Position: Q3 2026 in Review

Grove Bank & Trust held its Sun Life Financial (SLF) position steady in Q3 2026 at 16 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Grove Bank & Trust first reported a position in SLF in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.1K in Q4 2024. 12 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Grove Bank & Trust held 16 shares of Sun Life Financial worth $1.25K as of Q3 2026.
  • Grove Bank & Trust left its Sun Life Financial share count unchanged in Q3 2026.
  • Sun Life Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #866 holding.
  • Grove Bank & Trust first reported a position in Sun Life Financial in Q3 2024 and has held it in 6 quarters since.
  • Grove Bank & Trust's Sun Life Financial position peaked at $13.1K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.