Sun Life Financial shares owned by Asset Planning
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 678 | 60.03 |
| 2025-06-30 | $45k | 678 | 66.45 |
| 2025-03-31 | $39k | 678 | 57.26 |
| 2024-12-31 | $40k | 678 | 59.34 |