Private Wealth Asset Management’s Sun Life Financial SLF Stock Holding History

Private Wealth Asset Management’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 Q4	–	Sell	-18	Closed	-$1.08K	–	1138
2025 Q3	$1.08K	Hold	18	–	–	﹤0.01%	847
2025 Q2	$1.2K	Hold	18	–	–	﹤0.01%	841
2025 Q1	$1.03K	Buy	+18	New	+$1.03K	﹤0.01%	881

Other funds holding SLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Private Wealth Asset Management's SLF Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 18 shares — an estimated $1.08K sold.

Private Wealth Asset Management first reported a position in SLF in Q1 2025 and held it in 3 quarters. The position peaked at $1.2K in Q2 2025. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Private Wealth Asset Management reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 18 Sun Life Financial shares in Q4 2025, an estimated $1.08K.
Private Wealth Asset Management first reported a position in Sun Life Financial in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's Sun Life Financial position peaked at $1.2K in Q2 2025.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.