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Physician Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Physician Wealth 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
Q3 		– Sell
-8
Closed -$532 – 2041
2025
Q2 		$532 Buy
+8
New +$491 ﹤0.01% 1693

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Physician Wealth Advisors's SLF Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 8 shares — an estimated $532 sold.

Physician Wealth Advisors first reported a position in SLF in Q2 2025 and held it in 1 quarter. The position peaked at $532 in Q2 2025. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 Sun Life Financial shares in Q3 2025, an estimated $532.
  • Physician Wealth Advisors first reported a position in Sun Life Financial in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Sun Life Financial position peaked at $532 in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.