Bank of America’s Sun Life Financial SLF Stock Holding History

Bank of America’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 Q1	–	Sell	-75,000	Closed	-$4.45M	–	8532
2024 Q4	$4.45M	Sell	75,000 -150,000	-67%	-$8.85M	﹤0.01%	3707
2024 Q3	$13.1M	Hold	225,000	–	–	﹤0.01%	2814
2024 Q2	$11M	Hold	225,000	–	–	﹤0.01%	2854
2024 Q1	$12.3M	Sell	225,000 -800,000	-78%	-$42.3M	﹤0.01%	2777
2023 Q4	$53.2M	Buy	1,025,000 +50,000	+5%	+$2.46M	0.01%	1325
2023 Q3	$47.6M	Buy	975,000 +25,000	+3%	+$1.25M	0.01%	1311
2023 Q2	$49.5M	Hold	950,000	–	–	0.01%	1315
2023 Q1	$44.4M	Buy	950,000 +650,000	+217%	+$31.3M	﹤0.01%	1451
2022 Q4	$13.9M	Hold	300,000	–	–	﹤0.01%	2359
2022 Q3	$11.9M	Hold	300,000	–	–	﹤0.01%	2436
2022 Q2	$13.7M	Buy	+300,000	New	+$14.9M	﹤0.01%	2363
2021 Q1	–	Sell	-650,000	Closed	-$28.9M	–	7741
2020 Q4	$28.9M	Hold	650,000	–	–	﹤0.01%	1578
2020 Q3	$26.5M	Hold	650,000	–	–	﹤0.01%	1484
2020 Q2	$23.9M	Hold	650,000	–	–	﹤0.01%	1489
2020 Q1	$20.9M	Buy	650,000 +200,000	+44%	+$8.57M	﹤0.01%	1475
2019 Q4	$20.5M	Hold	450,000	–	–	﹤0.01%	1862
2019 Q3	$20.2M	Buy	450,000 +250,000	+125%	+$10.4M	﹤0.01%	1821
2019 Q2	$8.27M	Hold	200,000	–	–	﹤0.01%	2752
2019 Q1	$7.68M	Buy	+200,000	New	+$7.34M	﹤0.01%	2739
2017 Q2	–	Sell	-900	Closed	-$33K	–	7150
2017 Q1	$33K	Buy	+900	New	+$34.2K	﹤0.01%	6103

Other funds holding SLF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America's SLF Position: Q2 2026 in Review

Bank of America reduced its Sun Life Financial (SLF) stake by 21% in Q2 2026, selling an estimated $17.3M and leaving 889,886 shares worth $69.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Bank of America first reported a position in SLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $166M in Q2 2023. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

Bank of America held 889,886 shares of Sun Life Financial worth $69.8M as of Q2 2026.
Bank of America sold 240,323 Sun Life Financial shares in Q2 2026, an estimated $17.3M.
Sun Life Financial made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1450 holding.
Bank of America first reported a position in Sun Life Financial in Q2 2013 and has held it in 53 quarters since.
Bank of America's Sun Life Financial position peaked at $166M in Q2 2023.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.