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 $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HSBC Holdings's SLF Position: Q4 2025 in Review

HSBC Holdings sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 1,953,362 shares — an estimated $117M sold.

HSBC Holdings first reported a position in SLF in Q2 2013 and held it in 50 quarters. The position peaked at $127M in Q3 2024. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

HSBC Holdings reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
HSBC Holdings sold 1,953,362 Sun Life Financial shares in Q4 2025, an estimated $117M.
HSBC Holdings first reported a position in Sun Life Financial in Q2 2013 and held it in 50 quarters.
HSBC Holdings's Sun Life Financial position peaked at $127M in Q3 2024.
440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on HSBC Holdings's 13F filing for Q4 2025, filed 6 Mar 2026.