Mitchell McLeod Pugh & Williams’s Sun Life Financial SLF Stock Holding History

Mitchell McLeod Pugh & Williams’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	$241K	Hold	3,848	–	–	0.04%	268
2025 Q4	$251K	Hold	3,848	–	–	0.04%	262
2025 Q3	$240K	Hold	3,848	–	–	0.04%	255
2025 Q2	$256K	Hold	3,848	–	–	0.05%	246
2025 Q1	$220K	Hold	3,848	–	–	0.05%	253
2024 Q4	$228K	Hold	3,848	–	–	0.05%	244
2024 Q3	$223K	Buy	+3,848	New	+$201K	0.05%	253
2024 Q2	–	Sell	-3,848	Closed	-$210K	–	266
2024 Q1	$210K	Buy	+3,848	New	+$204K	0.05%	251
2023 Q3	–	Sell	-3,848	Closed	-$201K	–	258
2023 Q2	$201K	Buy	+3,848	New	+$189K	0.06%	242
2022 Q2	–	Sell	-3,848	Closed	-$215K	–	231
2022 Q1	$215K	Hold	3,848	–	–	0.07%	216
2021 Q4	$214K	Buy	+3,848	New	+$213K	0.07%	219

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B 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 $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return