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 $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Bank of America's SLF Position: Q1 2026 in Review

Bank of America reduced its Sun Life Financial (SLF) stake by 30% in Q1 2026, selling an estimated $30.3M and leaving 1,130,209 shares worth $70.7M. The position accounts for 0.01% of the portfolio, ranked #1370.

Bank of America first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $166M in Q2 2023. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Bank of America held 1,130,209 shares of Sun Life Financial worth $70.7M as of Q1 2026.
Bank of America sold 473,879 Sun Life Financial shares in Q1 2026, an estimated $30.3M.
Sun Life Financial made up 0.01% of Bank of America's portfolio in Q1 2026, its #1370 holding.
Bank of America first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
Bank of America's Sun Life Financial position peaked at $166M in Q2 2023.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.