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Planning Strategies Inc.’s Sun Life Financial SLF Stock Holding History

Planning Strategies Inc.’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 		$43.9K Buy
+560
New +$40.3K 0.03% 169

Other funds holding SLF

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Planning Strategies Inc.'s SLF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sun Life Financial (SLF) in Q2 2026: 560 shares worth $43.9K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

136 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Planning Strategies Inc. held 560 shares of Sun Life Financial worth $43.9K as of Q2 2026.
  • Sun Life Financial was a new Planning Strategies Inc. position in Q2 2026.
  • Sun Life Financial made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #169 holding.
  • 136 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.