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Sun Life Financial shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 2.7k 87.02
2026-03-31 $320k 2.9k 111.29
2025-12-31 $233k 2.7k 85.65

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Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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
Bank of Nova Scotia
Geode Capital Management
Norges Bank Investment Management
Mackenzie Financial
FMR
Fil
National Bank Of Canada /fi/
TD Waterhouse Canada
Federation des caisses Desjardins du Quebec

View all funds holding Sun Life Financial