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Sun Life Financial shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Sun Life Financial

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All positions including Sun Life Financial held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $97k 1.6k 62.56
2025-12-31 $97k 1.6k 62.40
2025-09-30 $93k 1.6k 60.03
2025-06-30 $103k 1.6k 66.45

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Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
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Antero Midstream Corp antero midstream (AM)
Exxon Mobil Corporation (XOM)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
MasTec (MTZ)
Ge Vernova (GEV)

View all positions for Chung Wu Investment Group

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