Well Done LLC’s Sun Life Financial SLF Stock Holding History

Well Done LLC’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
2026 Q2	$296K	Hold	3,771	–	–	0.04%	167
2026 Q1	$236K	Hold	3,771	–	–	0.03%	174
2025 Q4	$235K	Hold	3,771	–	–	0.04%	175
2025 Q3	$226K	Buy	3,771 +14	+0.4%	+$842	0.04%	168
2025 Q2	$250K	Buy	3,757 +16	+0.4%	+$981	0.05%	150
2025 Q1	$222K	Buy	3,741 +15	+0.4%	+$855	0.04%	166
2024 Q4	$216K	Hold	3,726	–	–	0.04%	169
2024 Q3	$216K	Buy	+3,726	New	+$195K	0.04%	170
2024 Q2	–	Sell	-3,708	Closed	-$202K	–	188
2024 Q1	$202K	Buy	+3,708	New	+$196K	0.04%	183
2019 Q1	–	Sell	-1,696	Closed	-$56K	–	566
2018 Q4	$56K	Buy	+1,696	New	+$61.3K	0.02%	253
2018 Q2	–	Sell	-1,696	Closed	-$70K	–	458
2018 Q1	$70K	Buy	+1,696	New	+$71.5K	0.02%	203

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Well Done LLC's SLF Position: Q2 2026 in Review

Well Done LLC held its Sun Life Financial (SLF) position steady in Q2 2026 at 3,771 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #167.

Well Done LLC first reported a position in SLF in Q1 2018 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Well Done LLC held 3,771 shares of Sun Life Financial worth $296K as of Q2 2026.
Well Done LLC left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up 0.04% of Well Done LLC's portfolio in Q2 2026, its #167 holding.
Well Done LLC first reported a position in Sun Life Financial in Q1 2018 and has held it in 11 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.