PFG Private Wealth Management’s Sun Life Financial SLF Stock Holding History

PFG Private Wealth Management’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	-57	Closed	-$3.26K	–	213
2025 Q1	$3.26K	Hold	57	–	–	﹤0.01%	199
2024 Q4	$3.38K	Hold	57	–	–	﹤0.01%	177
2024 Q3	$3.31K	Hold	57	–	–	﹤0.01%	183
2024 Q2	$2.79K	Hold	57	–	–	﹤0.01%	189
2024 Q1	$3.11K	Hold	57	–	–	﹤0.01%	170
2023 Q4	$2.96K	Sell	57 -65	-53%	-$3.2K	﹤0.01%	179
2023 Q3	$5.95K	Sell	122 -270	-69%	-$13.5K	﹤0.01%	208
2023 Q2	$20.4K	Buy	392 +189	+93%	+$9.29K	0.01%	177
2023 Q1	$9.48K	Buy	203 +109	+116%	+$5.25K	0.01%	206
2022 Q4	$4K	Hold	94	–	–	﹤0.01%	248
2022 Q3	$4K	Hold	94	–	–	﹤0.01%	233
2022 Q2	$4K	Buy	94 +42	+81%	+$2.09K	﹤0.01%	243
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	264
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	273
2021 Q3	$3K	Buy	+52	New	+$2.67K	﹤0.01%	266

Other funds holding SLF

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

PFG Private Wealth Management's SLF Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 57 shares — an estimated $3.26K sold.

PFG Private Wealth Management first reported a position in SLF in Q3 2021 and held it in 15 quarters. The position peaked at $20.4K in Q2 2023. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

PFG Private Wealth Management reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 57 Sun Life Financial shares in Q2 2025, an estimated $3.26K.
PFG Private Wealth Management first reported a position in Sun Life Financial in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Sun Life Financial position peaked at $20.4K in Q2 2023.
447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.