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Sun Life Financial shares owned by Goepper Burkhardt

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Goepper Burkhardt from 13F filings

Historical chart of Goepper Burkhardt investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by Goepper Burkhardt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by Goepper Burkhardt

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 4.0k 62.56

More positions owned by Goepper Burkhardt

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
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Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Inf Tech Etf (VGT)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Goepper Burkhardt

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