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Plan A Wealth LLC SUNFF Position History
Sun Life Financial Inc. • Financial Services
Quarters held
7
Latest value
$827K
Q3 2026
Peak value
$827K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $204K |
| Q2 2025 | $509K |
| Q3 2025 | $511K |
| Q4 2025 | $567K |
| Q1 2026 | $602K |
| Q2 2026 | $818K |
| Q3 2026 | $827K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $827K | 10.6K | — | — |
| Q2 2026 | $818K | 10.4K | — | — |
| Q1 2026 | $602K | 9.6K | — | — |
| Q4 2025 | $567K | 9.1K | — | — |
| Q3 2025 | $511K | 8.5K | — | — |
| Q2 2025 | $509K | 7.7K | — | — |
| Q1 2025 | $204K | 3.6K | — | — |
Other funds holding SUNFF
$989.3M
$936.6M
$873.7M
$695.3M
$544.8M