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Sun Life Financial shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sun Life Financial by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 3.2k 62.56
2025-12-31 $201k 3.2k 62.40
2025-06-30 $214k 3.2k 66.45

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View all positions for Axxcess Wealth Management

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
Vanguard Capital Management
TD Asset Management
Bank Of Montreal
Goodman & Company, Investment Counsel
CIBC World Markets
Toronto-Dominion Bank
Manufacturers Life Insurance Company
Bank of Nova Scotia
National Bank Of Canada /fi/
Mackenzie Financial
Geode Capital Management
TD Waterhouse Canada
Federation des caisses Desjardins du Quebec

View all funds holding Sun Life Financial