SLF — SUN LIFE FINANCIAL INC.

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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)
2025 Q3 UNCHANGED 151 — 0% 0.00% $9K $59.41
2025 Q1 UNCHANGED 151 — 0% 0.00% $9K $56.11
2024 Q4 UNCHANGED 151 — 0% 0.00% $9K $57.53
2024 Q3 ADDED 151 +121 +403.3% 0.00% $9K $55.70
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% 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% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.13% 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%
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