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Principal Street Partners’s Sun Life Financial SLF Stock Holding History

Principal Street Partners’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
-6,056
Closed -$402K – 350
2025
Q2 		$402K Buy
+6,056
New +$371K 0.04% 228

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Bank of Montreal
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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

Principal Street Partners's SLF Position: Q3 2025 in Review

Principal Street Partners sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 6,056 shares — an estimated $402K sold.

Principal Street Partners first reported a position in SLF in Q2 2025 and held it in 1 quarter. The position peaked at $402K in Q2 2025. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Principal Street Partners reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
  • Principal Street Partners sold 6,056 Sun Life Financial shares in Q3 2025, an estimated $402K.
  • Principal Street Partners first reported a position in Sun Life Financial in Q2 2025 and held it in 1 quarter.
  • Principal Street Partners's Sun Life Financial position peaked at $402K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.