SLF — SUN LIFE FINANCIAL INC(TOR)

Ownership history in NICOLA WEALTH MANAGEMENT LTD.  ·  15 quarters on record

This page tracks every 13F SEC filing in which NICOLA WEALTH MANAGEMENT LTD. reported a position in SUN LIFE FINANCIAL INC(TOR) (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
2.38% (2018 Q1)
Avg. % of fund
1.62%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 366,900 +10,100 +2.8% 2.08% $22.9M $61.75
2025 Q3 ADDED 356,800 +79,500 +28.7% 1.91% $21.4M $59.41
2025 Q2 ADDED 277,300 +103,100 +59.2% 1.73% $18.4M $65.76
2025 Q1 ADDED 174,200 +27,600 +18.8% 1.16% $14.3M $56.11
11 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% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.13% 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%
← Back to NICOLA WEALTH MANAGEMENT LTD. Holdings