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Security National Bank’s Sun Life Financial SLF Stock Holding History

Security National Bank’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
Q1 		– Sell
-779
Closed -$46.2K – 334
2024
Q4 		$46.2K Buy
+779
New +$46K 0.01% 216

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Security National Bank's SLF Position: Q1 2025 in Review

Security National Bank sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 779 shares — an estimated $46.2K sold.

Security National Bank first reported a position in SLF in Q4 2024 and held it in 1 quarter. The position peaked at $46.2K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Security National Bank reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 779 Sun Life Financial shares in Q1 2025, an estimated $46.2K.
  • Security National Bank first reported a position in Sun Life Financial in Q4 2024 and held it in 1 quarter.
  • Security National Bank's Sun Life Financial position peaked at $46.2K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.