Mark Sheptoff Financial Planning’s Sun Life Financial SLF Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	$41.6K	Hold	530	–	–	0.02%	199
2026 Q1	$38.8K	Hold	530	–	–	0.02%	200
2025 Q4	$33.1K	Hold	530	–	–	0.02%	229
2025 Q3	$31.8K	Hold	530	–	–	0.02%	228
2025 Q2	$35.2K	Hold	530	–	–	0.02%	213
2025 Q1	$30.3K	Hold	530	–	–	0.02%	208
2024 Q4	$31.4K	Hold	530	–	–	0.02%	214
2024 Q3	$30.8K	Hold	530	–	–	0.02%	210
2024 Q2	$26K	Hold	530	–	–	0.01%	236
2024 Q1	$28.9K	Hold	530	–	–	0.02%	212
2023 Q4	$27.5K	Hold	530	–	–	0.02%	202
2023 Q3	$25.9K	Hold	530	–	–	0.02%	194
2023 Q2	$27.6K	Hold	530	–	–	0.02%	204
2023 Q1	$24.8K	Hold	530	–	–	0.01%	202
2022 Q4	$24.6K	Hold	530	–	–	0.01%	200
2022 Q3	$21K	Hold	530	–	–	0.01%	206
2022 Q2	$24K	Hold	530	–	–	0.01%	210
2022 Q1	$30K	Buy	+530	New	+$29.2K	0.02%	211

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mark Sheptoff Financial Planning's SLF Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Sun Life Financial (SLF) position steady in Q2 2026 at 530 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #199.

Mark Sheptoff Financial Planning first reported a position in SLF in Q1 2022 and has held it in 18 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Mark Sheptoff Financial Planning held 530 shares of Sun Life Financial worth $41.6K as of Q2 2026.
Mark Sheptoff Financial Planning left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #199 holding.
Mark Sheptoff Financial Planning first reported a position in Sun Life Financial in Q1 2022 and has held it in 18 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.