Intrust Bank’s Sun Life Financial SLF Stock Holding History

Intrust Bank’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
2025 Q3	–	Sell	-3,308	Closed	-$220K	–	416
2025 Q2	$220K	Buy	+3,308	New	+$203K	0.02%	386
2025 Q1	–	Sell	-5,074	Closed	-$301K	–	393
2024 Q4	$301K	Buy	5,074 +944	+23%	+$55.7K	0.03%	328
2024 Q3	$240K	Sell	4,130 -490	-11%	-$25.6K	0.02%	359
2024 Q2	$226K	Buy	4,620 +21	+0.5%	+$1.07K	0.02%	359
2024 Q1	$251K	Buy	4,599 +149	+3%	+$7.88K	0.03%	355
2023 Q4	$231K	Buy	4,450 +226	+5%	+$11.1K	0.03%	357
2023 Q3	$206K	Sell	4,224 -22	-0.5%	-$1.1K	0.03%	354
2023 Q2	$221K	Sell	4,246 -204	-5%	-$10K	0.03%	363
2023 Q1	$208K	Sell	4,450 -122	-3%	-$5.87K	0.03%	375
2022 Q4	$212K	Buy	+4,572	New	+$202K	0.03%	367

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Intrust Bank's SLF Position: Q3 2025 in Review

Intrust Bank sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 3,308 shares — an estimated $220K sold.

Intrust Bank first reported a position in SLF in Q4 2022 and held it in 10 quarters. The position peaked at $301K in Q4 2024. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Intrust Bank reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Intrust Bank sold 3,308 Sun Life Financial shares in Q3 2025, an estimated $220K.
Intrust Bank first reported a position in Sun Life Financial in Q4 2022 and held it in 10 quarters.
Intrust Bank's Sun Life Financial position peaked at $301K in Q4 2024.
432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Intrust Bank's 13F filing for Q3 2025, filed 10 Nov 2025.