Mason & Associates (California)’s Sun Life Financial SLF Stock Holding History

Mason & Associates (California)’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	$1.24M	Hold	20,068	–	–	0.24%	57
2025 Q4	$1.25M	Sell	20,068 -1,932	-9%	-$117K	0.24%	54
2025 Q3	$1.32M	Hold	22,000	–	–	0.27%	45
2025 Q2	$1.46M	Hold	22,000	–	–	0.34%	45
2025 Q1	$1.26M	Hold	22,000	–	–	0.31%	44
2024 Q4	$1.31M	Hold	22,000	–	–	0.31%	48
2024 Q3	$1.28M	Hold	22,000	–	–	0.32%	45
2024 Q2	$1.08M	Hold	22,000	–	–	0.29%	44
2024 Q1	$1.2M	Hold	22,000	–	–	0.32%	40
2023 Q4	$1.14M	Hold	22,000	–	–	0.34%	27
2023 Q3	$1.07M	Hold	22,000	–	–	0.34%	32
2023 Q2	$1.15M	Hold	22,000	–	–	0.34%	34
2023 Q1	$1.03M	Hold	22,000	–	–	0.31%	33
2022 Q4	$1.02M	Hold	22,000	–	–	0.33%	28
2022 Q3	$875K	Hold	22,000	–	–	0.31%	29
2022 Q2	$1.01M	Hold	22,000	–	–	0.35%	29
2022 Q1	$1.23M	Hold	22,000	–	–	0.38%	37
2021 Q4	$1.23M	Buy	+22,000	New	+$1.22M	0.37%	34

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B 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 $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return