NewSquare Capital’s Sun Life Financial SLF Stock Holding History

NewSquare Capital’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	-137	Closed	-$9.1K	–	1066
2025 Q2	$9.1K	Buy	137 +124	+954%	+$7.6K	﹤0.01%	677
2025 Q1	$744	Buy	+13	New	+$741	﹤0.01%	958
2021 Q3	–	Sell	-598	Closed	-$31K	–	385
2021 Q2	$31K	Hold	598	–	–	﹤0.01%	213
2021 Q1	$30K	Hold	598	–	–	﹤0.01%	190
2020 Q4	$27K	Buy	+598	New	+$25.9K	﹤0.01%	196

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

NewSquare Capital's SLF Position: Q3 2025 in Review

NewSquare Capital sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 137 shares — an estimated $9.1K sold.

NewSquare Capital first reported a position in SLF in Q4 2020 and held it in 5 quarters. The position peaked at $31K in Q2 2021. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

NewSquare Capital reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 137 Sun Life Financial shares in Q3 2025, an estimated $9.1K.
NewSquare Capital first reported a position in Sun Life Financial in Q4 2020 and held it in 5 quarters.
NewSquare Capital's Sun Life Financial position peaked at $31K in Q2 2021.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.