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Creative Planning SUNFF Position History
Sun Life Financial Inc. • Financial Services
Quarters held
10
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $4.6M |
| Q4 2025 | $4.9M |
| Q4 2025 | $271K |
| Q1 2026 | $273K |
| Q1 2026 | $6.3M |
| Q2 2026 | $343K |
| Q2 2026 | $9M |
| Q3 2026 | $336K |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 130.5K | — | — |
| Q3 2026 | $336K | 4.3K | — | — |
| Q2 2026 | $9M | 114.7K | — | — |
| Q2 2026 | $343K | 4.4K | — | — |
| Q1 2026 | $6.3M | 101.2K | — | — |
| Q1 2026 | $273K | 4.4K | — | — |
| Q4 2025 | $271K | 4.3K | — | — |
| Q4 2025 | $4.9M | 79.3K | — | — |
| Q3 2025 | $4.6M | 76.1K | — | — |
| Q3 2025 | $250K | 4.2K | — | — |
Other funds holding SUNFF
$989.3M
$936.6M
$873.7M
$695.3M
$544.8M