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Sun Life Financial shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sun Life Financial by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $44k 560 78.42

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View all positions for Planning Strategies

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Capital Management
Bank Of Montreal
TD Asset Management
CIBC World Markets
Goodman & Company, Investment Counsel
Toronto-Dominion Bank
Manufacturers Life Insurance Company
Bank of Nova Scotia
National Bank Of Canada /fi/
Mackenzie Financial
FMR
Geode Capital Management
TD Waterhouse Canada
Federation des caisses Desjardins du Quebec

View all funds holding Sun Life Financial