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Sun Life Financial shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 327 60.03
2025-06-30 $20k 327 62.17
2025-03-31 $19k 327 57.26
2024-12-31 $19k 327 59.34
2024-09-30 $19k 327 58.02
2024-06-30 $16k 327 48.99

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Sun Life Financial

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

View all funds holding Sun Life Financial