Independence Bank of Kentucky’s Sun Life Financial SLF Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-2,844	Closed	-$177K	–	712
2025 Q4	$177K	Hold	2,844	–	–	0.02%	295
2025 Q3	$171K	Hold	2,844	–	–	0.02%	299
2025 Q2	$189K	Hold	2,844	–	–	0.03%	285
2025 Q1	$163K	Hold	2,844	–	–	0.03%	295
2024 Q4	$169K	Hold	2,844	–	–	0.03%	295
2024 Q3	$165K	Hold	2,844	–	–	0.04%	278
2024 Q2	$139K	Hold	2,844	–	–	0.04%	269
2024 Q1	$155K	Hold	2,844	–	–	0.05%	242
2023 Q4	$147K	Hold	2,844	–	–	0.05%	228
2023 Q3	$139K	Hold	2,844	–	–	0.06%	203
2023 Q2	$148K	Hold	2,844	–	–	0.06%	199
2023 Q1	$133K	Hold	2,844	–	–	0.06%	194
2022 Q4	$132K	Hold	2,844	–	–	0.06%	192
2022 Q3	$113K	Hold	2,844	–	–	0.06%	187
2022 Q2	$130K	Hold	2,844	–	–	0.06%	184
2022 Q1	$159K	Hold	2,844	–	–	0.06%	179
2021 Q4	$158K	Hold	2,844	–	–	0.06%	169
2021 Q3	$146K	Hold	2,844	–	–	0.06%	169
2021 Q2	$147K	Hold	2,844	–	–	0.07%	167
2021 Q1	$144K	Hold	2,844	–	–	0.07%	165
2020 Q4	$126K	Hold	2,844	–	–	0.07%	174
2020 Q3	$116K	Hold	2,844	–	–	0.07%	164
2020 Q2	$105K	Hold	2,844	–	–	0.07%	155
2020 Q1	$91K	Hold	2,844	–	–	0.07%	156
2019 Q4	$130K	Hold	2,844	–	–	0.08%	145
2019 Q3	$127K	Hold	2,844	–	–	0.09%	141
2019 Q2	$118K	Hold	2,844	–	–	0.09%	135
2019 Q1	$109K	Hold	2,844	–	–	0.09%	134
2018 Q4	$94K	Hold	2,844	–	–	0.09%	132
2018 Q3	$113K	Hold	2,844	–	–	0.09%	128
2018 Q2	$114K	Hold	2,844	–	–	0.1%	122
2018 Q1	$117K	Hold	2,844	–	–	0.1%	126
2017 Q4	$117K	Buy	+2,844	New	+$113K	0.1%	129

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Independence Bank of Kentucky's SLF Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 2,844 shares — an estimated $177K sold.

Independence Bank of Kentucky first reported a position in SLF in Q4 2017 and held it in 33 quarters. The position peaked at $189K in Q2 2025. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Independence Bank of Kentucky reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 2,844 Sun Life Financial shares in Q1 2026, an estimated $177K.
Independence Bank of Kentucky first reported a position in Sun Life Financial in Q4 2017 and held it in 33 quarters.
Independence Bank of Kentucky's Sun Life Financial position peaked at $189K in Q2 2025.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.