Sun Life Financial shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 797 | 60.03 |
| 2025-06-30 | $53k | 797 | 66.45 |
| 2025-03-31 | $46k | 797 | 57.26 |
| 2024-12-31 | $47k | 797 | 59.34 |
| 2024-09-30 | $46k | 797 | 58.02 |
| 2024-03-31 | $44k | 797 | 54.58 |
| 2023-12-31 | $41k | 797 | 51.86 |
More positions owned by Private Wealth Management Group
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