HM Payson & Co’s Sun Life Financial SLF Stock Holding History

HM Payson & Co’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	-170	Closed	-$11.3K	–	1117
2025 Q2	$11.3K	Hold	170	–	–	﹤0.01%	841
2025 Q1	$9.73K	Hold	170	–	–	﹤0.01%	860
2024 Q4	$10.1K	Sell	170 -572	-77%	-$33.8K	﹤0.01%	841
2024 Q3	$43.1K	Hold	742	–	–	﹤0.01%	654
2024 Q2	$36.4K	Hold	742	–	–	﹤0.01%	652
2024 Q1	$40.5K	Hold	742	–	–	﹤0.01%	634
2023 Q4	$38.5K	Hold	742	–	–	﹤0.01%	637
2023 Q3	$36.2K	Hold	742	–	–	﹤0.01%	640
2023 Q2	$38.7K	Sell	742 -1,748	-70%	-$85.9K	﹤0.01%	631
2023 Q1	$116K	Sell	2,490 -18	-0.7%	-$867	﹤0.01%	450
2022 Q4	$116K	Buy	2,508 +1,766	+238%	+$78.1K	﹤0.01%	441
2022 Q3	$30K	Hold	742	–	–	﹤0.01%	641
2022 Q2	$34K	Hold	742	–	–	﹤0.01%	640
2022 Q1	$41K	Hold	742	–	–	﹤0.01%	624
2021 Q4	$41K	Hold	742	–	–	﹤0.01%	641
2021 Q3	$38K	Hold	742	–	–	﹤0.01%	637
2021 Q2	$38K	Hold	742	–	–	﹤0.01%	637
2021 Q1	$38K	Hold	742	–	–	﹤0.01%	654
2020 Q4	$33K	Hold	742	–	–	﹤0.01%	691
2020 Q3	$30K	Hold	742	–	–	﹤0.01%	660
2020 Q2	$27K	Hold	742	–	–	﹤0.01%	622
2020 Q1	$24K	Hold	742	–	–	﹤0.01%	611
2019 Q4	$34K	Hold	742	–	–	﹤0.01%	642
2019 Q3	$33K	Hold	742	–	–	﹤0.01%	656
2019 Q2	$31K	Buy	+742	New	+$29.8K	﹤0.01%	675

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

HM Payson & Co's SLF Position: Q3 2025 in Review

HM Payson & Co sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 170 shares — an estimated $11.3K sold.

HM Payson & Co first reported a position in SLF in Q2 2019 and held it in 25 quarters. The position peaked at $116K in Q4 2022. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

HM Payson & Co reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
HM Payson & Co sold 170 Sun Life Financial shares in Q3 2025, an estimated $11.3K.
HM Payson & Co first reported a position in Sun Life Financial in Q2 2019 and held it in 25 quarters.
HM Payson & Co's Sun Life Financial position peaked at $116K in Q4 2022.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.