Pinnacle Wealth Planning Services’s Sun Life Financial SLF Stock Holding History

Pinnacle Wealth Planning Services’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	$134K	Hold	1,708	–	–	0.01%	718
2026 Q1	$107K	Sell	1,708 -306	-15%	-$19.6K	0.01%	764
2025 Q4	$126K	Buy	+2,014	New	+$122K	0.01%	667
2024 Q4	–	Sell	-5,143	Closed	-$298K	–	538
2024 Q3	$298K	Hold	5,143	–	–	0.04%	308
2024 Q2	$252K	Hold	5,143	–	–	0.04%	341
2024 Q1	$281K	Hold	5,143	–	–	0.04%	318
2023 Q4	$267K	Buy	5,143 +46	+0.9%	+$2.26K	0.04%	305
2023 Q3	$249K	Hold	5,097	–	–	0.04%	300
2023 Q2	$266K	Sell	5,097 -1	-0%	-$49	0.04%	290
2023 Q1	$238K	Hold	5,098	–	–	0.04%	324
2022 Q4	$237K	Buy	+5,098	New	+$226K	0.04%	315
2021 Q1	–	Sell	-2,443	Closed	-$109K	–	1683
2020 Q4	$109K	Buy	+2,443	New	+$106K	0.03%	437

Other funds holding SLF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Planning Services's SLF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,708 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #718.

Pinnacle Wealth Planning Services first reported a position in SLF in Q4 2020 and has held it in 12 quarters since. The position peaked at $298K in Q3 2024. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Pinnacle Wealth Planning Services held 1,708 shares of Sun Life Financial worth $134K as of Q2 2026.
Pinnacle Wealth Planning Services left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #718 holding.
Pinnacle Wealth Planning Services first reported a position in Sun Life Financial in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Sun Life Financial position peaked at $298K in Q3 2024.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.