Macquarie Group’s Sun Life Financial SLF Stock Holding History

Macquarie Group’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	-2,396	Closed	-$144K	–	1399
2025 Q3	$144K	Sell	2,396 -75,032	-97%	-$4.51M	﹤0.01%	1510
2025 Q2	$6.96M	Hold	77,428	–	–	0.01%	897
2025 Q1	$6.32M	Buy	77,428 +75,032	+3,132%	+$4.28M	0.01%	924
2024 Q4	$142K	Hold	2,396	–	–	﹤0.01%	1534
2024 Q3	$139K	Hold	2,396	–	–	﹤0.01%	1575
2024 Q2	$118K	Hold	2,396	–	–	﹤0.01%	1584
2024 Q1	$131K	Buy	+2,396	New	+$127K	﹤0.01%	1542
2023 Q4	–	Sell	-2,396	Closed	-$117K	–	1676
2023 Q3	$117K	Buy	+2,396	New	+$120K	﹤0.01%	1565
2023 Q2	–	Sell	-2,396	Closed	-$112K	–	1727
2023 Q1	$112K	Buy	+2,396	New	+$115K	﹤0.01%	1600
2022 Q4	–	Sell	-2,396	Closed	-$95K	–	2082
2022 Q3	$95K	Hold	2,396	–	–	﹤0.01%	1781
2022 Q2	$110K	Hold	2,396	–	–	﹤0.01%	1847
2022 Q1	$134K	Hold	2,396	–	–	﹤0.01%	1883
2021 Q4	$133K	Hold	2,396	–	–	﹤0.01%	1855
2021 Q3	$123K	Hold	2,396	–	–	﹤0.01%	1920
2021 Q2	$123K	Hold	2,396	–	–	﹤0.01%	1914
2021 Q1	$121K	Buy	+2,396	New	+$117K	﹤0.01%	1852
2013 Q4	–	Sell	-64,480	Closed	-$2.06M	–	1627
2013 Q3	$2.06M	Buy	64,480 +4,766	+8%	+$152K	﹤0.01%	929
2013 Q2	$1.77M	Buy	+59,714	New	+$1.7M	﹤0.01%	958

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Macquarie Group's SLF Position: Q4 2025 in Review

Macquarie Group sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 2,396 shares — an estimated $144K sold.

Macquarie Group first reported a position in SLF in Q2 2013 and held it in 18 quarters. The position peaked at $6.96M in Q2 2025. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Macquarie Group reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Macquarie Group sold 2,396 Sun Life Financial shares in Q4 2025, an estimated $144K.
Macquarie Group first reported a position in Sun Life Financial in Q2 2013 and held it in 18 quarters.
Macquarie Group's Sun Life Financial position peaked at $6.96M in Q2 2025.
440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.