LI
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Louisbourg Investments’s Sun Life Financial SLF Stock Holding History

Louisbourg Investments’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
Q1 		$319K Buy
5,105
+150
+3% +$9.59K 0.06% 117
2025
Q4 		$310K Sell
4,955
-12
-0.2% -$725 0.06% 115
2025
Q3 		$298K Buy
4,967
+4,317
+664% +$260K 0.07% 112
2025
Q2 		$43.2K Sell
650
-417
-39% -$25.6K 0.01% 130
2025
Q1 		$61.1K Sell
1,067
-185
-15% -$10.5K 0.02% 122
2024
Q4 		$74.3K Buy
1,252
+417
+50% +$24.6K 0.02% 118
2024
Q3 		$48.5K Sell
835
-545
-39% -$28.5K 0.01% 123
2024
Q2 		$67.7K Hold
1,380
– – 0.02% 113
2024
Q1 		$75.4K Buy
1,380
+1,005
+268% +$53.2K 0.02% 112
2023
Q4 		$19.5K Buy
+375
New +$18.5K 0.01% 141

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return