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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

Tip: Access up to 7 years of quarterly data

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

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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
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

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Sun Life Financial

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

View all funds holding Sun Life Financial