NA
SLF icon

Nordwand Advisors’s Sun Life Financial SLF Stock Holding History

Nordwand 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
-438
Closed -$25.1K – 207
2025
Q1 		$25.1K Hold
438
– – 0.01% 62
2024
Q4 		$26K Hold
438
– – 0.01% 65
2024
Q3 		$25.4K Hold
438
– – 0.01% 68
2024
Q2 		$21.5K Hold
438
– – 0.01% 91
2024
Q1 		$23.9K Hold
438
– – 0.01% 100
2023
Q4 		$22.7K Hold
438
– – 0.01% 89
2023
Q3 		$21.4K Buy
+438
New +$22K ﹤0.01% 79

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

Nordwand Advisors's SLF Position: Q2 2025 in Review

Nordwand Advisors sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 438 shares — an estimated $25.1K sold.

Nordwand Advisors first reported a position in SLF in Q3 2023 and held it in 7 quarters. The position peaked at $26K in Q4 2024. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

  • Nordwand Advisors reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
  • Nordwand Advisors sold 438 Sun Life Financial shares in Q2 2025, an estimated $25.1K.
  • Nordwand Advisors first reported a position in Sun Life Financial in Q3 2023 and held it in 7 quarters.
  • Nordwand Advisors's Sun Life Financial position peaked at $26K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Nordwand Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.