Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Sun Life Financial SLF Stock Holding History

Luther King Capital Management (LKCM)’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
Q4 		– Sell
-3,623
Closed -$217K – 625
2025
Q3 		$217K Sell
3,623
-117
-3% -$7.04K ﹤0.01% 575
2025
Q2 		$249K Sell
3,740
-1,299
-26% -$79.7K ﹤0.01% 540
2025
Q1 		$289K Sell
5,039
-951
-16% -$54.2K ﹤0.01% 527
2024
Q4 		$355K Sell
5,990
-894
-13% -$52.8K ﹤0.01% 494
2024
Q3 		$399K Sell
6,884
-2,386
-26% -$125K ﹤0.01% 491
2024
Q2 		$454K Sell
9,270
-2,357
-20% -$120K ﹤0.01% 474
2024
Q1 		$635K Sell
11,627
-385
-3% -$20.4K ﹤0.01% 449
2023
Q4 		$623K Hold
12,012
– – ﹤0.01% 438
2023
Q3 		$586K Sell
12,012
-877
-7% -$44K ﹤0.01% 441
2023
Q2 		$672K Sell
12,889
-764
-6% -$37.5K ﹤0.01% 442
2023
Q1 		$638K Sell
13,653
-570
-4% -$27.4K ﹤0.01% 435
2022
Q4 		$660K Sell
14,223
-49
-0.3% -$2.17K ﹤0.01% 424
2022
Q3 		$567K Sell
14,272
-25
-0.2% -$1.12K ﹤0.01% 437
2022
Q2 		$655K Buy
14,297
+4,175
+41% +$208K ﹤0.01% 448
2022
Q1 		$565K Buy
10,122
+554
+6% +$30.5K ﹤0.01% 465
2021
Q4 		$533K Sell
9,568
-910
-9% -$50.3K ﹤0.01% 486
2021
Q3 		$539K Buy
10,478
+1,780
+20% +$91.6K ﹤0.01% 473
2021
Q2 		$448K Buy
+8,698
New +$459K ﹤0.01% 515

Other funds holding SLF

Royal Bank of Canada
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SLF Position: Q4 2025 in Review

Luther King Capital Management (LKCM) sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 3,623 shares — an estimated $217K sold.

Luther King Capital Management (LKCM) first reported a position in SLF in Q2 2021 and held it in 18 quarters. The position peaked at $672K in Q2 2023. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

  • Luther King Capital Management (LKCM) reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 3,623 Sun Life Financial shares in Q4 2025, an estimated $217K.
  • Luther King Capital Management (LKCM) first reported a position in Sun Life Financial in Q2 2021 and held it in 18 quarters.
  • Luther King Capital Management (LKCM)'s Sun Life Financial position peaked at $672K in Q2 2023.
  • 440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2025, filed 9 Feb 2026.