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MeadowBrook Investment Advisors’s Sun Life Financial SLF Stock Holding History

MeadowBrook Investment Advisors’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
Q2 		– Sell
-289
Closed -$16.5K – 289
2025
Q1 		$16.5K Hold
289
– – 0.02% 230
2024
Q4 		$17.1K Hold
289
– – 0.02% 231
2024
Q3 		$16.8K Hold
289
– – 0.02% 225
2024
Q2 		$14.2K Hold
289
– – 0.01% 223
2024
Q1 		$15.8K Hold
289
– – 0.01% 225
2023
Q4 		$15K Buy
+289
New +$14.2K 0.01% 231

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MeadowBrook Investment Advisors's SLF Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 289 shares — an estimated $16.5K sold.

MeadowBrook Investment Advisors first reported a position in SLF in Q4 2023 and held it in 6 quarters. The position peaked at $17.1K in Q4 2024. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 289 Sun Life Financial shares in Q2 2025, an estimated $16.5K.
  • MeadowBrook Investment Advisors first reported a position in Sun Life Financial in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's Sun Life Financial position peaked at $17.1K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.