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 Q4	–	Sell	-75,000	Closed	-$4.5M	–	8228
2025 Q3	$4.5M	Hold	75,000	–	–	﹤0.01%	4117
2025 Q2	$4.98M	Hold	75,000	–	–	﹤0.01%	3903
2025 Q1	$4.29M	Sell	75,000 -150,000	-67%	-$8.55M	﹤0.01%	3971
2024 Q4	$13.4M	Hold	225,000	–	–	﹤0.01%	2662
2024 Q3	$13.1M	Hold	225,000	–	–	﹤0.01%	2815
2024 Q2	$11M	Hold	225,000	–	–	﹤0.01%	2855
2024 Q1	$12.3M	Hold	225,000	–	–	﹤0.01%	2778
2023 Q4	$11.7M	Buy	225,000 +50,000	+29%	+$2.46M	﹤0.01%	2714
2023 Q3	$8.54M	Buy	175,000 +25,000	+17%	+$1.25M	﹤0.01%	2876
2023 Q2	$7.82M	Hold	150,000	–	–	﹤0.01%	2958
2023 Q1	$7M	Sell	150,000 -50,000	-25%	-$2.41M	﹤0.01%	3185
2022 Q4	$9.28M	Hold	200,000	–	–	﹤0.01%	2762
2022 Q3	$7.95M	Hold	200,000	–	–	﹤0.01%	2852
2022 Q2	$9.16M	Hold	200,000	–	–	﹤0.01%	2786
2022 Q1	$11.2M	Hold	200,000	–	–	﹤0.01%	2749
2021 Q4	$11.1M	Hold	200,000	–	–	﹤0.01%	2815
2021 Q3	$10.3M	Hold	200,000	–	–	﹤0.01%	2830
2021 Q2	$10.3M	Hold	200,000	–	–	﹤0.01%	2821
2021 Q1	$10.1M	Buy	+200,000	New	+$9.79M	﹤0.01%	2709

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 $123B AUM 34.51% 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. 450 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.
450 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.