Tyler-Stone Wealth Management’s Sun Life Financial SLF Stock Holding History

Tyler-Stone Wealth 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 Q2	$1.16M	Hold	17,454	–	–	0.19%	102
2025 Q1	$999K	Hold	17,454	–	–	0.18%	109
2024 Q4	$1.04M	Hold	17,454	–	–	0.18%	101
2024 Q3	$1.01M	Buy	17,454 +8,727	+100%	+$456K	0.19%	102
2024 Q2	$428K	Hold	8,727	–	–	0.18%	111
2024 Q1	$476K	Hold	8,727	–	–	0.21%	98
2023 Q4	$453K	Hold	8,727	–	–	0.23%	93
2023 Q3	$426K	Hold	8,727	–	–	0.24%	85
2023 Q2	$455K	Buy	+8,727	New	+$429K	0.26%	79
2022 Q4	$405K	Hold	8,727	–	–	0.28%	77
2022 Q3	$347K	Buy	+8,727	New	+$391K	0.26%	81

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Tyler-Stone Wealth Management's SLF Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2025 at 17,454 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #102.

Tyler-Stone Wealth Management first reported a position in SLF in Q3 2022 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

Tyler-Stone Wealth Management held 17,454 shares of Sun Life Financial worth $1.16M as of Q2 2025.
Tyler-Stone Wealth Management left its Sun Life Financial share count unchanged in Q2 2025.
Sun Life Financial made up 0.19% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #102 holding.
Tyler-Stone Wealth Management first reported a position in Sun Life Financial in Q3 2022 and has held it in 11 quarters since.
447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.