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Sun Life Financial shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in Sun Life Financial

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

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Quarterly reported holdings in Sun Life Financial by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $567k 9.1k 62.40
2025-09-30 $511k 8.5k 60.03
2025-06-30 $509k 7.7k 66.45
2025-03-31 $204k 3.6k 57.26

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Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Goodman & Company, Investment Counsel
CIBC World Markets
Manufacturers Life Insurance Company
Toronto-Dominion Bank
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
Legal & General Group

View all funds holding Sun Life Financial