NBT Bank’s Sun Life Financial SLF Stock Holding History

NBT 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
2026 Q2	–	Sell	-1,074	Closed	-$67.2K	–	1148
2026 Q1	$67.2K	Hold	1,074	–	–	﹤0.01%	478
2025 Q4	$67K	Hold	1,074	–	–	﹤0.01%	473
2025 Q3	$64.5K	Hold	1,074	–	–	﹤0.01%	479
2025 Q2	$71.4K	Hold	1,074	–	–	﹤0.01%	462
2025 Q1	$61.5K	Hold	1,074	–	–	﹤0.01%	473
2024 Q4	$63.7K	Hold	1,074	–	–	﹤0.01%	474
2024 Q3	$62.3K	Buy	+1,074	New	+$56.1K	﹤0.01%	498

Other funds holding SLF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NBT Bank's SLF Position: Q2 2026 in Review

NBT Bank sold out of Sun Life Financial (SLF) in Q2 2026, closing a stake of 1,074 shares — an estimated $67.2K sold.

NBT Bank first reported a position in SLF in Q3 2024 and held it in 7 quarters. The position peaked at $71.4K in Q2 2025. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

NBT Bank reported no remaining Sun Life Financial position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 1,074 Sun Life Financial shares in Q2 2026, an estimated $67.2K.
NBT Bank first reported a position in Sun Life Financial in Q3 2024 and held it in 7 quarters.
NBT Bank's Sun Life Financial position peaked at $71.4K in Q2 2025.
494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.