Citigroup
SLF icon

Citigroup’s Sun Life Financial SLF Stock Holding History

Citigroup’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
2019
Q4 		– Sell
-40,000
Closed -$1.79M – 7789
2019
Q3 		$1.79M Hold
40,000
– – ﹤0.01% 2995
2019
Q2 		$1.66M Hold
40,000
– – ﹤0.01% 3070
2019
Q1 		$1.54M Buy
+40,000
New +$1.47M ﹤0.01% 2949

Other funds holding SLF

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup's SLF Position: Q3 2026 in Review

Citigroup increased its Sun Life Financial (SLF) stake by 89% in Q3 2026, buying an estimated $7.45M and bringing the position to 196,746 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #1353.

Citigroup first reported a position in SLF in Q2 2013 and has held it in 54 quarters since. The position peaked at $27.6M in Q2 2019. 254 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Citigroup held 196,746 shares of Sun Life Financial worth $15.4M as of Q3 2026.
  • Citigroup bought 92,634 Sun Life Financial shares in Q3 2026, an estimated $7.45M.
  • Sun Life Financial made up 0.01% of Citigroup's portfolio in Q3 2026, its #1353 holding.
  • Citigroup first reported a position in Sun Life Financial in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Sun Life Financial position peaked at $27.6M in Q2 2019.
  • 254 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.