TFC Financial Management’s Sun Life Financial SLF Stock Holding History

TFC Financial 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 Q3	–	Sell	-392	Closed	-$26K	–	1051
2025 Q2	$26K	Hold	392	–	–	﹤0.01%	317
2025 Q1	$22.4K	Hold	392	–	–	﹤0.01%	313
2024 Q4	$23.3K	Hold	392	–	–	﹤0.01%	299
2024 Q3	$22.7K	Hold	392	–	–	﹤0.01%	311
2024 Q2	$19.2K	Hold	392	–	–	﹤0.01%	298
2024 Q1	$21.4K	Hold	392	–	–	﹤0.01%	288
2023 Q4	$20.3K	Hold	392	–	–	﹤0.01%	288
2023 Q3	$19.1K	Hold	392	–	–	﹤0.01%	298
2023 Q2	$20.4K	Hold	392	–	–	0.01%	288
2023 Q1	$18.3K	Hold	392	–	–	﹤0.01%	320
2022 Q4	$18.2K	Hold	392	–	–	0.01%	266
2022 Q3	$16K	Hold	392	–	–	0.01%	271
2022 Q2	$18K	Hold	392	–	–	0.01%	265
2022 Q1	$22K	Hold	392	–	–	0.01%	250
2021 Q4	$22K	Hold	392	–	–	0.01%	270
2021 Q3	$20K	Hold	392	–	–	0.01%	272
2021 Q2	$20K	Hold	392	–	–	0.01%	268
2021 Q1	$20K	Hold	392	–	–	0.01%	257
2020 Q4	$17K	Hold	392	–	–	0.01%	268
2020 Q3	$16K	Buy	+392	New	+$15.9K	0.01%	251

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

TFC Financial Management's SLF Position: Q3 2025 in Review

TFC Financial Management sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 392 shares — an estimated $26K sold.

TFC Financial Management first reported a position in SLF in Q3 2020 and held it in 20 quarters. The position peaked at $26K in Q2 2025. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

TFC Financial Management reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
TFC Financial Management sold 392 Sun Life Financial shares in Q3 2025, an estimated $26K.
TFC Financial Management first reported a position in Sun Life Financial in Q3 2020 and held it in 20 quarters.
TFC Financial Management's Sun Life Financial position peaked at $26K in Q2 2025.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.