MQS Management’s Sun Life Financial SLF Stock Holding History

MQS Management’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	-8,150	Closed	-$489K	–	624
2025 Q3	$489K	Buy	8,150 +1,198	+17%	+$72.1K	0.29%	128
2025 Q2	$462K	Buy	6,952 +61	+0.9%	+$3.74K	0.25%	141
2025 Q1	$395K	Buy	+6,891	New	+$393K	0.23%	185
2024 Q3	–	Sell	-11,100	Closed	-$544K	–	632
2024 Q2	$544K	Buy	+11,100	New	+$563K	0.33%	96
2023 Q4	–	Sell	-8,797	Closed	-$429K	–	658
2023 Q3	$429K	Buy	+8,797	New	+$441K	0.26%	149
2022 Q4	–	Sell	-18,939	Closed	-$753K	–	573
2022 Q3	$753K	Buy	18,939 +5,367	+40%	+$241K	0.49%	37
2022 Q2	$622K	Buy	13,572 +7,792	+135%	+$388K	0.43%	51
2022 Q1	$323K	Buy	+5,780	New	+$318K	0.26%	177

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

MQS Management's SLF Position: Q4 2025 in Review

MQS Management sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 8,150 shares — an estimated $489K sold.

MQS Management first reported a position in SLF in Q1 2022 and held it in 8 quarters. The position peaked at $753K in Q3 2022. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

MQS Management reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
MQS Management sold 8,150 Sun Life Financial shares in Q4 2025, an estimated $489K.
MQS Management first reported a position in Sun Life Financial in Q1 2022 and held it in 8 quarters.
MQS Management's Sun Life Financial position peaked at $753K in Q3 2022.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.