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Plan A Wealth’s Sun Life Financial SLF Stock Holding History

Plan A Wealth’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 		$818K Buy
10,431
+805
+8% +$57.9K 0.35% 39
2026
Q1 		$602K Buy
9,626
+547
+6% +$35K 0.29% 60
2025
Q4 		$567K Buy
9,079
+572
+7% +$34.6K 0.28% 62
2025
Q3 		$511K Buy
8,507
+841
+11% +$50.6K 0.26% 69
2025
Q2 		$509K Buy
7,666
+4,103
+115% +$252K 0.29% 65
2025
Q1 		$204K Buy
+3,563
New +$203K 0.16% 108

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

Plan A Wealth's SLF Position: Q2 2026 in Review

Plan A Wealth increased its Sun Life Financial (SLF) stake by 8.4% in Q2 2026, buying an estimated $57.9K and bringing the position to 10,431 shares worth $818K. The position accounts for 0.35% of the portfolio, ranked #39.

Plan A Wealth first reported a position in SLF in Q1 2025 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Plan A Wealth held 10,431 shares of Sun Life Financial worth $818K as of Q2 2026.
  • Plan A Wealth bought 805 Sun Life Financial shares in Q2 2026, an estimated $57.9K.
  • Sun Life Financial made up 0.35% of Plan A Wealth's portfolio in Q2 2026, its #39 holding.
  • Plan A Wealth first reported a position in Sun Life Financial in Q1 2025 and has held it in 6 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.