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Sun Life Financial shares owned by Estate Planners Group

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sun Life Financial by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 323 62.36

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Guggenheim Strategic Opportu Com Sbi (GOF)
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Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
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Etf Ser Solutions Defiance Quantum (QTUM)
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Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Sun Life Financial

Vanguard Group
TD Asset Management
Goodman & Company, Investment Counsel
CIBC World Markets
Manufacturers Life Insurance Company
Norges Bank Investment Management
National Bank Of Canada /fi/
Mackenzie Financial
Bank of Nova Scotia
Federation des caisses Desjardins du Quebec
Geode Capital Management
FMR
Canada Pension Plan Investment Board
Legal & General Group
Scotia Capital

View all funds holding Sun Life Financial