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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
Q3 		$827K Buy
10,602
+171
+2% +$13.8K 0.3% 43
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Plan A Wealth's SLF Position: Q3 2026 in Review

Plan A Wealth increased its Sun Life Financial (SLF) stake by 1.6% in Q3 2026, buying an estimated $13.8K and bringing the position to 10,602 shares worth $827K. The position accounts for 0.3% of the portfolio, ranked #43.

Plan A Wealth first reported a position in SLF in Q1 2025 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Plan A Wealth held 10,602 shares of Sun Life Financial worth $827K as of Q3 2026.
  • Plan A Wealth bought 171 Sun Life Financial shares in Q3 2026, an estimated $13.8K.
  • Sun Life Financial made up 0.3% of Plan A Wealth's portfolio in Q3 2026, its #43 holding.
  • Plan A Wealth first reported a position in Sun Life Financial in Q1 2025 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.