1ST Source Bank’s Sun Life Financial SLF Stock Holding History

1ST Source Bank’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,253	Closed	-$216K	–	280
2025 Q2	$216K	Buy	+3,253	New	+$199K	0.01%	259
2015 Q1	–	Sell	-6,349	Closed	-$229K	–	236
2014 Q4	$229K	Hold	6,349	–	–	0.03%	202
2014 Q3	$230K	Hold	6,349	–	–	0.03%	193
2014 Q2	$233K	Sell	6,349 -600	-9%	-$20.7K	0.03%	199
2014 Q1	$241K	Hold	6,949	–	–	0.03%	190
2013 Q4	$246K	Sell	6,949 -600	-8%	-$20.4K	0.03%	192
2013 Q3	$241K	Hold	7,549	–	–	0.04%	196
2013 Q2	$224K	Buy	+7,549	New	+$215K	0.04%	182

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

1ST Source Bank's SLF Position: Q3 2025 in Review

1ST Source Bank sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 3,253 shares — an estimated $216K sold.

1ST Source Bank first reported a position in SLF in Q2 2013 and held it in 8 quarters. The position peaked at $246K in Q4 2013. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

1ST Source Bank reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
1ST Source Bank sold 3,253 Sun Life Financial shares in Q3 2025, an estimated $216K.
1ST Source Bank first reported a position in Sun Life Financial in Q2 2013 and held it in 8 quarters.
1ST Source Bank's Sun Life Financial position peaked at $246K in Q4 2013.
432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on 1ST Source Bank's 13F filing for Q3 2025, filed 12 Nov 2025.