PlanVest Financial’s Sun Life Financial SLF Stock Holding History

PlanVest Financial’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	$105K	Hold	1,333	–	–	0.07%	145
2026 Q1	$83.4K	Buy	+1,333	New	+$85.2K	0.06%	153

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

PlanVest Financial's SLF Position: Q2 2026 in Review

PlanVest Financial held its Sun Life Financial (SLF) position steady in Q2 2026 at 1,333 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #145.

PlanVest Financial first reported a position in SLF in Q1 2026 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

PlanVest Financial held 1,333 shares of Sun Life Financial worth $105K as of Q2 2026.
PlanVest Financial left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.07% of PlanVest Financial's portfolio in Q2 2026, its #145 holding.
PlanVest Financial first reported a position in Sun Life Financial in Q1 2026 and has held it in 2 quarters since.
466 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.