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Midwest Trust’s Sun Life Financial SLF Stock Holding History

Midwest Trust’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
Q3 		– Sell
-5,556
Closed -$369K – 607
2025
Q2 		$369K Buy
+5,556
New +$341K 0.01% 474

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Midwest Trust's SLF Position: Q3 2025 in Review

Midwest Trust sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 5,556 shares — an estimated $369K sold.

Midwest Trust first reported a position in SLF in Q2 2025 and held it in 1 quarter. The position peaked at $369K in Q2 2025. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Midwest Trust reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
  • Midwest Trust sold 5,556 Sun Life Financial shares in Q3 2025, an estimated $369K.
  • Midwest Trust first reported a position in Sun Life Financial in Q2 2025 and held it in 1 quarter.
  • Midwest Trust's Sun Life Financial position peaked at $369K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Midwest Trust's 13F filing for Q3 2025, filed 6 Nov 2025.