HSBC Holdings’s Sun Life Financial SLF Stock Holding History

HSBC Holdings’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
2024 Q4	–	Sell	-150,000	Closed	-$8.67M	–	3229
2024 Q3	$8.67M	Hold	150,000	–	–	0.01%	955
2024 Q2	$7.37M	Hold	150,000	–	–	﹤0.01%	945
2024 Q1	$8.19M	Hold	150,000	–	–	0.01%	950
2023 Q4	$7.78M	Hold	150,000	–	–	0.01%	989
2023 Q3	$7.36M	Hold	150,000	–	–	0.01%	949
2023 Q2	$7.84M	Buy	+150,000	New	+$7.37M	0.01%	896
2023 Q1	–	Sell	-75,000	Closed	-$3.47M	–	3007
2022 Q4	$3.47M	Hold	75,000	–	–	﹤0.01%	1440
2022 Q3	$3.03M	Hold	75,000	–	–	﹤0.01%	1379
2022 Q2	$4.42M	Hold	75,000	–	–	0.01%	1252
2022 Q1	$5.27M	Hold	75,000	–	–	0.01%	1167
2021 Q4	$5.27M	Hold	75,000	–	–	﹤0.01%	1233
2021 Q3	$4.89M	Hold	75,000	–	–	﹤0.01%	1153
2021 Q2	$4.77M	Buy	+75,000	New	+$3.96M	0.01%	1123
2021 Q1	–	Sell	-100,000	Closed	-$5.7M	–	3085
2020 Q4	$5.7M	Hold	100,000	–	–	0.01%	973
2020 Q3	$5.47M	Hold	100,000	–	–	0.01%	923
2020 Q2	$3.67M	Hold	100,000	–	–	0.01%	954
2020 Q1	$3.21M	Hold	100,000	–	–	0.01%	1002
2019 Q4	$4.56M	Hold	100,000	–	–	0.01%	1145
2019 Q3	$5.92M	Hold	100,000	–	–	0.01%	1105
2019 Q2	$4.14M	Buy	+100,000	New	+$4.02M	0.01%	1217

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

HSBC Holdings's SLF Position: Q2 2026 in Review

HSBC Holdings opened a new position in Sun Life Financial (SLF) in Q2 2026: 4,106 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #2486 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in SLF as recently as Q3 2025.

HSBC Holdings first reported a position in SLF in Q2 2013 and has held it in 51 quarters since. The position peaked at $127M in Q3 2024. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

HSBC Holdings held 4,106 shares of Sun Life Financial worth $322K as of Q2 2026.
Sun Life Financial was a new HSBC Holdings position in Q2 2026.
Sun Life Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2486 holding.
HSBC Holdings first reported a position in Sun Life Financial in Q2 2013 and has held it in 51 quarters since.
HSBC Holdings's Sun Life Financial position peaked at $127M in Q3 2024.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.