SLF — SUN LIFE FINANCIAL INC.

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  ·  17 quarters on record

This page tracks every 13F SEC filing in which KRAEMATON INVESTMENT ADVISORS, INC 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.

Peak position
2.87% (2023 Q3)
Avg. % of fund
2.54%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,820 -53 -0.1% 2.13% $2.7M $61.75
2025 Q3 ADDED 42,873 +96 +0.2% 2.20% $2.6M $59.41
2025 Q2 REDUCED 42,777 -317 -0.7% 2.68% $2.8M $65.76
2025 Q1 REDUCED 43,094 -1,329 -3.0% 2.51% $2.5M $56.11
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLF price (monthly, adj. close)

Other funds also holding SLF

As of 2025 Q4 — sorted by position size

Value Partners Investments Inc. 3Y 5.39% PERISCOPE CAPITAL INC. 3Y 7Y 5.0% QV Investors Inc. 3Y 7Y 4.08% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 3.61% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.28% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.08% Cardinal Capital Management, Inc. 3Y 7Y 2.07% BCV Asset Management Inc. 1.93% Lorne Steinberg Wealth Management Inc. 3Y 1.83% SIG North Trading, ULC 3Y 1.82%
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