Private Wealth Management Group »

Sun Life Financial shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sun Life Financial by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 797 54.58
2023-12-31 $41k 797 51.86

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Mackenzie Financial
Bank Of Montreal
Beutel, Goodman & Company
Bank of Nova Scotia
Norges Bank Investment Management
National Bank Of Canada /fi/
CIBC Global Asset Management
Legal & General Group
Connor, Clark & Lunn Investment Management
Bank of America Corporation
Scotia Capital
Letko, Brosseau & Associates

View all funds holding Sun Life Financial