Sivia Capital Partners’s Sun Life Financial SLF Stock Holding History

Sivia Capital 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	-3,063	Closed	-$204K	–	508
2025 Q2	$204K	Buy	+3,063	New	+$188K	0.07%	404
2025 Q1	–	Sell	-3,617	Closed	-$215K	–	303
2024 Q4	$215K	Sell	3,617 -39	-1%	-$2.3K	0.11%	167
2024 Q3	$212K	Buy	+3,656	New	+$191K	0.13%	184

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

Sivia Capital Partners's SLF Position: Q3 2025 in Review

Sivia Capital Partners sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 3,063 shares — an estimated $204K sold.

Sivia Capital Partners first reported a position in SLF in Q3 2024 and held it in 3 quarters. The position peaked at $215K in Q4 2024. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Sivia Capital Partners reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Sivia Capital Partners sold 3,063 Sun Life Financial shares in Q3 2025, an estimated $204K.
Sivia Capital Partners first reported a position in Sun Life Financial in Q3 2024 and held it in 3 quarters.
Sivia Capital Partners's Sun Life Financial position peaked at $215K in Q4 2024.
432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Sivia Capital Partners's 13F filing for Q3 2025, filed 20 Oct 2025.