Ameritas Advisory Services’s Sun Life Financial SLF Stock Holding History

Ameritas Advisory Services’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	-2,728	Closed	-$164K	–	1926
2025 Q3	$164K	Buy	2,728 +1,268	+87%	+$76.3K	0.01%	674
2025 Q2	$97K	Buy	+1,460	New	+$89.5K	0.01%	1006
2024 Q2	–	Sell	-3,898	Closed	-$205K	–	922
2024 Q1	$205K	Buy	+3,898	New	+$206K	0.01%	825
2023 Q2	–	Sell	-2,446	Closed	-$114K	–	2207
2023 Q1	$114K	Buy	+2,446	New	+$118K	0.01%	953

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameritas Advisory Services's SLF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 2,728 shares — an estimated $164K sold.

Ameritas Advisory Services first reported a position in SLF in Q1 2023 and held it in 4 quarters. The position peaked at $205K in Q1 2024. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Ameritas Advisory Services reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,728 Sun Life Financial shares in Q4 2025, an estimated $164K.
Ameritas Advisory Services first reported a position in Sun Life Financial in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's Sun Life Financial position peaked at $205K in Q1 2024.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.