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Sun Life Financial shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sun Life Financial by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $336k 5.6k 60.03
2025-06-30 $369k 5.6k 66.45
2025-03-31 $315k 5.5k 57.26
2024-12-31 $326k 5.5k 59.34

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchange-traded Core Investment (FTCB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

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