Neuberger Berman Group
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Neuberger Berman Group’s Sun Life Financial SLF Stock Holding History

Neuberger Berman 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
2026
Q2 		$20.4M Sell
260,442
-4,615
-2% -$332K 0.01% 713
2026
Q1 		$16.5M Sell
265,057
-140,492
-35% -$8.98M 0.01% 701
2025
Q4 		$25.3M Sell
405,549
-22,300
-5% -$1.35M 0.02% 612
2025
Q3 		$25.7M Buy
427,849
+50,092
+13% +$3.01M 0.02% 598
2025
Q2 		$25.1M Buy
377,757
+1,193
+0.3% +$73.2K 0.02% 592
2025
Q1 		$21.6M Sell
376,564
-16,247
-4% -$926K 0.02% 609
2024
Q4 		$23.3M Buy
392,811
+33,153
+9% +$1.96M 0.02% 620
2024
Q3 		$20.9M Buy
359,658
+49,774
+16% +$2.6M 0.02% 650
2024
Q2 		$15.2M Sell
309,884
-62,458
-17% -$3.17M 0.01% 703
2024
Q1 		$20.3M Buy
372,342
+13,177
+4% +$697K 0.02% 640
2023
Q4 		$18.7M Buy
359,165
+33,835
+10% +$1.67M 0.02% 632
2023
Q3 		$15.9M Buy
325,330
+48,499
+18% +$2.43M 0.01% 641
2023
Q2 		$14.4M Buy
276,831
+38,217
+16% +$1.88M 0.01% 679
2023
Q1 		$11.1M Sell
238,614
-3,765
-2% -$181K 0.01% 730
2022
Q4 		$11.2M Sell
242,379
-8,293
-3% -$367K 0.01% 730
2022
Q3 		$10.1M Sell
250,672
-42,247
-14% -$1.89M 0.01% 743
2022
Q2 		$13.5M Sell
292,919
-1,883
-0.6% -$93.8K 0.01% 692
2022
Q1 		$16.6M Sell
294,802
-8,691
-3% -$479K 0.01% 713
2021
Q4 		$17M Buy
303,493
+114,323
+60% +$6.32M 0.01% 728
2021
Q3 		$9.82M Sell
189,170
-83,423
-31% -$4.29M 0.01% 810
2021
Q2 		$14.1M Sell
272,593
-196,981
-42% -$10.4M 0.01% 764
2021
Q1 		$23.8M Sell
469,574
-33,827
-7% -$1.66M 0.02% 638
2020
Q4 		$22.4M Buy
503,401
+30,987
+7% +$1.34M 0.02% 611
2020
Q3 		$19.2M Sell
472,414
-49,026
-9% -$1.98M 0.02% 588
2020
Q2 		$19.1M Buy
521,440
+34,359
+7% +$1.18M 0.02% 577
2020
Q1 		$15.6M Buy
487,081
+104,483
+27% +$4.48M 0.02% 555
2019
Q4 		$17.4M Buy
382,598
+50,858
+15% +$2.29M 0.02% 626
2019
Q3 		$14.9M Buy
331,740
+9,614
+3% +$402K 0.02% 642
2019
Q2 		$13.3M Sell
322,126
-22,948
-7% -$922K 0.02% 702
2019
Q1 		$13.3M Sell
345,074
-31,786
-8% -$1.17M 0.02% 687
2018
Q4 		$12.5M Sell
376,860
-25,026
-6% -$905K 0.02% 693
2018
Q3 		$16M Buy
401,886
+25,421
+7% +$1.02M 0.02% 700
2018
Q2 		$15.2M Sell
376,465
-9,367
-2% -$388K 0.02% 717
2018
Q1 		$15.9M Sell
385,832
-25,776
-6% -$1.09M 0.02% 678
2017
Q4 		$17M Sell
411,608
-48,569
-11% -$1.94M 0.02% 670
2017
Q3 		$18.3M Sell
460,177
-12,190
-3% -$465K 0.02% 633
2017
Q2 		$16.9M Sell
472,367
-39,781
-8% -$1.37M 0.02% 647
2017
Q1 		$18.7M Sell
512,148
-58,524
-10% -$2.22M 0.02% 615
2016
Q4 		$21.9M Buy
570,672
+3,530
+0.6% +$128K 0.03% 565
2016
Q3 		$18.5M Sell
567,142
-32,712
-5% -$1.05M 0.03% 615
2016
Q2 		$19.7M Sell
599,854
-183,905
-23% -$6.16M 0.03% 589
2016
Q1 		$25.3M Sell
783,759
-706,986
-47% -$20.8M 0.03% 529
2015
Q4 		$46.5M Sell
1,490,745
-92,661
-6% -$3.06M 0.06% 396
2015
Q3 		$51.1M Sell
1,583,406
-56,035
-3% -$1.82M 0.07% 361
2015
Q2 		$54.8M Sell
1,639,441
-129,641
-7% -$4.27M 0.06% 397
2015
Q1 		$54.5M Buy
1,769,082
+1,074,273
+155% +$34.3M 0.06% 401
2014
Q4 		$25.1M Buy
694,809
+61,296
+10% +$2.19M 0.03% 605
2014
Q3 		$23M Sell
633,513
-33,879
-5% -$1.27M 0.02% 639
2014
Q2 		$24.5M Sell
667,392
-12,362
-2% -$426K 0.02% 605
2014
Q1 		$23.5M Sell
679,754
-29,320
-4% -$1.01M 0.02% 602
2013
Q4 		$25.1M Sell
709,074
-50,176
-7% -$1.71M 0.03% 577
2013
Q3 		$24.3M Sell
759,250
-48,745
-6% -$1.55M 0.03% 579
2013
Q2 		$23.9M Buy
+807,995
New +$23M 0.03% 554

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Neuberger Berman Group's SLF Position: Q2 2026 in Review

Neuberger Berman Group reduced its Sun Life Financial (SLF) stake by 1.7% in Q2 2026, selling an estimated $332K and leaving 260,442 shares worth $20.4M. The position accounts for 0.01% of the portfolio, ranked #713.

Neuberger Berman Group first reported a position in SLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $54.8M in Q2 2015. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Neuberger Berman Group held 260,442 shares of Sun Life Financial worth $20.4M as of Q2 2026.
  • Neuberger Berman Group sold 4,615 Sun Life Financial shares in Q2 2026, an estimated $332K.
  • Sun Life Financial made up 0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #713 holding.
  • Neuberger Berman Group first reported a position in Sun Life Financial in Q2 2013 and has held it in 53 quarters since.
  • Neuberger Berman Group's Sun Life Financial position peaked at $54.8M in Q2 2015.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.