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Integrated Wealth Concepts’s Sun Life Financial SLF Stock Holding History

Integrated Wealth Concepts’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
-3,749
Closed -$225K – 1986
2025
Q3 		$225K Buy
+3,749
New +$225K ﹤0.01% 1790

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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Integrated Wealth Concepts's SLF Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 3,749 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in SLF in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,749 Sun Life Financial shares in Q4 2025, an estimated $225K.
  • Integrated Wealth Concepts first reported a position in Sun Life Financial in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Sun Life Financial position peaked at $225K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.