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Sun Life Financial shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Sun Life Financial

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

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Quarterly reported holdings in Sun Life Financial by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 5.4k 58.02
2024-03-31 $286k 5.2k 54.58
2023-12-31 $256k 4.9k 51.86
2023-09-30 $236k 4.8k 48.80
2023-06-30 $243k 4.7k 52.12

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Mackenzie Financial
Goodman & Company, Investment Counsel
Federation des caisses Desjardins du Quebec
Beutel, Goodman & Company
CIBC World Markets
Manufacturers Life Insurance Company
Bank of Nova Scotia
Toronto-Dominion Bank
CIBC Global Asset Management
National Bank Of Canada /fi/
Connor, Clark & Lunn Investment Management
Goldman Sachs Group

View all funds holding Sun Life Financial