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 $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.