Sun Life Financial shares owned by Advisory Resource Group
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Advisory Resource Group
from 13F filings
Historical chart of Advisory Resource Group investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Advisory Resource Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 22k | 60.03 |
| 2025-06-30 | $1.3M | 19k | 66.45 |
| 2025-03-31 | $1.1M | 20k | 57.26 |
| 2024-12-31 | $1.1M | 19k | 59.34 |
| 2024-09-30 | $1.1M | 19k | 58.02 |
| 2024-06-30 | $945k | 19k | 48.99 |
| 2024-03-31 | $938k | 17k | 54.58 |
| 2023-12-31 | $715k | 14k | 51.86 |
| 2023-09-30 | $657k | 14k | 48.80 |
| 2023-06-30 | $683k | 13k | 52.12 |
| 2023-03-31 | $606k | 13k | 46.70 |
| 2022-12-31 | $586k | 13k | 46.42 |
| 2022-09-30 | $222k | 5.6k | 39.82 |
| 2022-06-30 | $256k | 5.6k | 45.72 |
| 2022-03-31 | $322k | 5.8k | 55.79 |
| 2021-12-31 | $320k | 5.6k | 56.65 |
| 2021-09-30 | $256k | 5.0k | 51.42 |
| 2021-06-30 | $233k | 4.5k | 51.61 |
| 2021-03-31 | $222k | 4.4k | 50.62 |