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

Private Wealth Management Group’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 Q1	–	Sell	-797	Closed	-$49.7K	–	1540
2025 Q4	$49.7K	Hold	797	–	–	0.01%	195
2025 Q3	$47.8K	Hold	797	–	–	0.01%	197
2025 Q2	$53K	Hold	797	–	–	0.02%	164
2025 Q1	$45.6K	Hold	797	–	–	0.02%	179
2024 Q4	$47.3K	Hold	797	–	–	0.02%	171
2024 Q3	$46.2K	Hold	797	–	–	0.02%	170
2024 Q2	$39K	Hold	797	–	–	0.02%	182
2024 Q1	$43.5K	Hold	797	–	–	0.02%	173
2023 Q4	$41.3K	Buy	+797	New	+$39.2K	0.02%	178

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return