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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → SUNFF
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management SUNFF Position History
Sun Life Financial Inc. • Financial Services
Quarters held
8
Latest value
$27K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $349K |
| Q4 2025 | $711K |
| Q1 2026 | $6K |
| Q1 2026 | $744K |
| Q2 2026 | $944K |
| Q2 2026 | $15K |
| Q3 2026 | $1.2M |
| Q3 2026 | $27K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27K | 349 | — | — |
| Q3 2026 | $1.2M | 15.1K | — | — |
| Q2 2026 | $15K | 196 | — | — |
| Q2 2026 | $944K | 12.0K | — | — |
| Q1 2026 | $744K | 11.9K | — | — |
| Q1 2026 | $6K | 95 | — | — |
| Q4 2025 | $711K | 11.4K | — | — |
| Q3 2025 | $349K | 5.8K | — | — |
Other funds holding SUNFF
$989.3M
$936.6M
$873.7M
$695.3M
$544.8M