HighMark Wealth Management’s Sun Life Financial SLF Stock Holding History

HighMark Wealth 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 Q4	–	Sell	-54	Closed	-$3.24K	–	651
2025 Q3	$3.24K	Buy	+54	New	+$3.25K	﹤0.01%	450

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

HighMark Wealth Management's SLF Position: Q4 2025 in Review

HighMark Wealth Management sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 54 shares — an estimated $3.24K sold.

HighMark Wealth Management first reported a position in SLF in Q3 2025 and held it in 1 quarter. The position peaked at $3.24K in Q3 2025. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

HighMark Wealth Management reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 54 Sun Life Financial shares in Q4 2025, an estimated $3.24K.
HighMark Wealth Management first reported a position in Sun Life Financial in Q3 2025 and held it in 1 quarter.
HighMark Wealth Management's Sun Life Financial position peaked at $3.24K in Q3 2025.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.