Ridgewood Investments’s Sun Life Financial SLF Stock Holding History

Ridgewood Investments’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	-800	Closed	-$53.2K	–	599
2025 Q2	$53.2K	Hold	800	–	–	0.02%	323
2025 Q1	$45.8K	Hold	800	–	–	0.02%	327
2024 Q4	$47.5K	Hold	800	–	–	0.02%	315
2024 Q3	$46.4K	Hold	800	–	–	0.02%	324
2024 Q2	$39.2K	Buy	+800	New	+$40.6K	0.02%	352
2023 Q3	–	Sell	-800	Closed	-$41.7K	–	652
2023 Q2	$41.7K	Hold	800	–	–	0.02%	352
2023 Q1	$37.4K	Buy	+800	New	+$38.5K	0.02%	382

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Ridgewood Investments's SLF Position: Q3 2025 in Review

Ridgewood Investments sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 800 shares — an estimated $53.2K sold.

Ridgewood Investments first reported a position in SLF in Q1 2023 and held it in 7 quarters. The position peaked at $53.2K in Q2 2025. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Ridgewood Investments reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 800 Sun Life Financial shares in Q3 2025, an estimated $53.2K.
Ridgewood Investments first reported a position in Sun Life Financial in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Sun Life Financial position peaked at $53.2K in Q2 2025.
432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.