Erste Asset Management
SLF icon

Erste Asset Management’s Sun Life Financial SLF Stock Holding History

Erste Asset Management’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
2026
Q2 		– Sell
-27,200
Closed -$1.68M – 664
2026
Q1 		$1.68M Sell
27,200
-600
-2% -$38.4K 0.02% 384
2025
Q4 		$1.74M Sell
27,800
-600
-2% -$36.2K 0.01% 365
2025
Q3 		$1.69M Sell
28,400
-5,693
-17% -$342K 0.02% 359
2025
Q2 		$4.2M Buy
34,093
+5,693
+20% +$349K 0.04% 297
2025
Q1 		$1.6M Hold
28,400
– – 0.02% 328
2024
Q4 		$1.69M Buy
28,400
+200
+0.7% +$11.8K 0.02% 341
2024
Q3 		$1.63M Sell
28,200
-2,300
-8% -$120K 0.02% 344
2024
Q2 		$1.49M Hold
30,500
– – 0.02% 339
2024
Q1 		$1.66M Hold
30,500
– – 0.02% 322
2023
Q4 		$1.58M Hold
30,500
– – 0.02% 321
2023
Q3 		$1.49M Hold
30,500
– – 0.03% 302
2023
Q2 		$1.57M Hold
30,500
– – 0.03% 311
2023
Q1 		$1.41M Buy
30,500
+3,600
+13% +$173K 0.03% 312
2022
Q4 		$1.26M Buy
26,900
+1,400
+5% +$61.9K 0.03% 325
2022
Q3 		$1.02M Hold
25,500
– – 0.02% 355
2022
Q2 		$1.17M Sell
25,500
-6,300
-20% -$314K 0.03% 336
2022
Q1 		$1.79M Hold
31,800
– – 0.03% 311
2021
Q4 		$1.75M Buy
31,800
+23,300
+274% +$1.29M 0.03% 304
2021
Q3 		$442K Hold
8,500
– – 0.01% 430
2021
Q2 		$439K Sell
8,500
-26,900
-76% -$1.42M 0.01% 430
2021
Q1 		$1.81M Hold
35,400
– – 0.04% 279
2020
Q4 		$1.56M Sell
35,400
-4,600
-12% -$199K 0.04% 298
2020
Q3 		$1.63M Hold
40,000
– – 0.06% 268
2020
Q2 		$1.43M Hold
40,000
– – 0.06% 266
2020
Q1 		$1.24M Hold
40,000
– – 0.07% 235
2019
Q4 		$1.83M Hold
40,000
– – 0.08% 218
2019
Q3 		$1.78M Hold
40,000
– – 0.09% 199
2019
Q2 		$1.65M Hold
40,000
– – 0.09% 201
2019
Q1 		$1.54M Hold
40,000
– – 0.09% 203
2018
Q4 		$1.3M Buy
+40,000
New +$1.45M 0.09% 208

Other funds holding SLF

Royal Bank of Canada
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Erste Asset Management's SLF Position: Q2 2026 in Review

Erste Asset Management sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 27,200 shares — an estimated $1.68M sold.

Erste Asset Management first reported a position in SLF in Q4 2018 and held it in 30 quarters. The position peaked at $4.2M in Q2 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Erste Asset Management reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
  • Erste Asset Management sold 27,200 Sun Life Financial shares in Q2 2026, an estimated $1.68M.
  • Erste Asset Management first reported a position in Sun Life Financial in Q4 2018 and held it in 30 quarters.
  • Erste Asset Management's Sun Life Financial position peaked at $4.2M in Q2 2025.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.