Nearwater Capital Markets’s Sun Life Financial SLF Stock Holding History

Nearwater Capital Markets’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	-490,000	Closed	-$29.4M	–	168
2025 Q3	$29.4M	Buy	+490,000	New	+$29.5M	0.39%	50

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 $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 $109B AUM 35.56% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $69.7B AUM 40.86% 1-Year Est. Return

Nearwater Capital Markets's SLF Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 490,000 shares — an estimated $29.4M sold.

Nearwater Capital Markets first reported a position in SLF in Q3 2025 and held it in 1 quarter. The position peaked at $29.4M in Q3 2025. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Nearwater Capital Markets reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Nearwater Capital Markets sold 490,000 Sun Life Financial shares in Q4 2025, an estimated $29.4M.
Nearwater Capital Markets first reported a position in Sun Life Financial in Q3 2025 and held it in 1 quarter.
Nearwater Capital Markets's Sun Life Financial position peaked at $29.4M in Q3 2025.
440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.