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UHLMANN PRICE SECURITIES’s Sun Life Financial SLF Stock Holding History

UHLMANN PRICE SECURITIES’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
-10,461
Closed -$695K – 203
2025
Q2 		$695K Buy
+10,461
New +$641K 0.5% 50

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TD Asset Management
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
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

UHLMANN PRICE SECURITIES's SLF Position: Q3 2025 in Review

UHLMANN PRICE SECURITIES sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 10,461 shares — an estimated $695K sold.

UHLMANN PRICE SECURITIES first reported a position in SLF in Q2 2025 and held it in 1 quarter. The position peaked at $695K in Q2 2025. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • UHLMANN PRICE SECURITIES reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
  • UHLMANN PRICE SECURITIES sold 10,461 Sun Life Financial shares in Q3 2025, an estimated $695K.
  • UHLMANN PRICE SECURITIES first reported a position in Sun Life Financial in Q2 2025 and held it in 1 quarter.
  • UHLMANN PRICE SECURITIES's Sun Life Financial position peaked at $695K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q3 2025, filed 7 Nov 2025.