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PDS Planning’s Sun Life Financial SLF Stock Holding History

PDS 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
Q2 		$501K Buy
6,388
+48
+0.8% +$3.45K 0.03% 297
2026
Q1 		$397K Sell
6,340
-93
-1% -$5.95K 0.03% 317
2025
Q4 		$401K Buy
6,433
+2
+0% +$121 0.03% 308
2025
Q3 		$386K Sell
6,431
-82
-1% -$4.93K 0.03% 306
2025
Q2 		$433K Buy
6,513
+234
+4% +$14.3K 0.03% 265
2025
Q1 		$360K Buy
6,279
+761
+14% +$43.4K 0.03% 280
2024
Q4 		$327K Buy
5,518
+70
+1% +$4.13K 0.03% 271
2024
Q3 		$316K Buy
5,448
+555
+11% +$29K 0.03% 280
2024
Q2 		$240K Sell
4,893
-352
-7% -$17.9K 0.02% 321
2024
Q1 		$286K Buy
5,245
+308
+6% +$16.3K 0.03% 273
2023
Q4 		$256K Buy
4,937
+108
+2% +$5.32K 0.03% 272
2023
Q3 		$236K Buy
4,829
+170
+4% +$8.52K 0.03% 259
2023
Q2 		$243K Buy
+4,659
New +$229K 0.03% 256

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PDS Planning's SLF Position: Q2 2026 in Review

PDS Planning increased its Sun Life Financial (SLF) stake by 0.76% in Q2 2026, buying an estimated $3.45K and bringing the position to 6,388 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #297.

PDS Planning first reported a position in SLF in Q2 2023 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • PDS Planning held 6,388 shares of Sun Life Financial worth $501K as of Q2 2026.
  • PDS Planning bought 48 Sun Life Financial shares in Q2 2026, an estimated $3.45K.
  • Sun Life Financial made up 0.03% of PDS Planning's portfolio in Q2 2026, its #297 holding.
  • PDS Planning first reported a position in Sun Life Financial in Q2 2023 and has held it in 13 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.