Ownership history in First Personal Financial Services · 4 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in SUN LIFE FINANCIAL INC. (SLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $46.51 |
| 2024 Q1 | UNCHANGED | 50 | — | 0% | 0.00% | $3K | $51.21 |
| 2023 Q4 | UNCHANGED | 50 | — | 0% | 0.00% | $3K | $48.15 |
| 2023 Q3 | INITIATED | 50 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size