Achmea Investment Management’s Sun Life Financial SLF Stock Holding History

Achmea Investment Management’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 Q4	–	Sell	-38,975	Closed	-$2.34M	–	279
2025 Q3	$2.34M	Buy	+38,975	New	+$2.34M	0.03%	248
2024 Q3	–	Sell	-145,778	Closed	-$7.15M	–	439
2024 Q2	$7.15M	Hold	145,778	–	–	0.13%	180
2024 Q1	$7.96M	Buy	145,778 +8,608	+6%	+$455K	0.15%	159
2023 Q4	$7.15M	Hold	137,170	–	–	0.15%	167
2023 Q3	$6.72M	Buy	137,170 +13,776	+11%	+$691K	0.15%	164
2023 Q2	$6.44M	Buy	123,394 +58,890	+91%	+$2.89M	0.14%	172
2023 Q1	$3.01M	Buy	64,504 +63,928	+11,099%	+$3.08M	0.09%	242
2022 Q4	$25K	Hold	576	–	–	﹤0.01%	602
2022 Q3	$24K	Hold	576	–	–	﹤0.01%	593
2022 Q2	$26K	Buy	576 +5	+0.9%	+$249	﹤0.01%	583
2022 Q1	$32K	Buy	+571	New	+$31.4K	﹤0.01%	590
2021 Q4	–	Sell	-701	Closed	-$36K	–	543
2021 Q3	$36K	Sell	701 -52,511	-99%	-$2.7M	﹤0.01%	547
2021 Q2	$2.75M	Sell	53,212 -66,980	-56%	-$3.54M	0.09%	266
2021 Q1	$6.07M	Sell	120,192 -34,671	-22%	-$1.7M	0.21%	136
2020 Q4	$6.88M	Buy	154,863 +7,023	+5%	+$304K	0.25%	111
2020 Q3	$6M	Buy	+147,840	New	+$5.98M	0.25%	110

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Achmea Investment Management's SLF Position: Q4 2025 in Review

Achmea Investment Management sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 38,975 shares — an estimated $2.34M sold.

Achmea Investment Management first reported a position in SLF in Q3 2020 and held it in 16 quarters. The position peaked at $7.96M in Q1 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Achmea Investment Management reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Achmea Investment Management sold 38,975 Sun Life Financial shares in Q4 2025, an estimated $2.34M.
Achmea Investment Management first reported a position in Sun Life Financial in Q3 2020 and held it in 16 quarters.
Achmea Investment Management's Sun Life Financial position peaked at $7.96M in Q1 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.