Meriwether Wealth & Planning’s Sun Life Financial SLF Stock Holding History

Meriwether Wealth & 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 Q3	$1.79K	Buy	+23	New	+$1.85K	﹤0.01%	663

Other funds holding SLF

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Meriwether Wealth & Planning's SLF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Sun Life Financial (SLF) in Q3 2026: 23 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

117 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Meriwether Wealth & Planning held 23 shares of Sun Life Financial worth $1.79K as of Q3 2026.
Sun Life Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Sun Life Financial made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #663 holding.
117 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.