Rockefeller Capital Management’s Sun Life Financial SLF Stock Holding History

Rockefeller Capital 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
2026 Q3	$598K	Buy	7,670 +1,093	+17%	+$87.9K	﹤0.01%	2033
2026 Q2	$516K	Buy	6,577 +877	+15%	+$63.1K	﹤0.01%	2070
2026 Q1	$357K	Buy	5,700 +2,132	+60%	+$136K	﹤0.01%	2163
2025 Q4	$223K	Sell	3,568 -749	-17%	-$45.3K	﹤0.01%	2312
2025 Q3	$259K	Buy	+4,317	New	+$260K	﹤0.01%	2094
2023 Q1	–	Sell	-509	Closed	-$23K	–	3610
2022 Q4	$23K	Buy	509 +4	+0.8%	+$177	﹤0.01%	2758
2022 Q3	$20K	Hold	505	–	–	﹤0.01%	2779
2022 Q2	$23K	Buy	+505	New	+$25.2K	﹤0.01%	2673
2022 Q1	–	Sell	-14	Closed	–	–	4048
2021 Q4	$0	Buy	+14	New	+$774	﹤0.01%	3978
2021 Q3	–	Sell	-20	Closed	-$1K	–	3833
2021 Q2	$1K	Buy	+20	New	+$1.06K	﹤0.01%	3381
2019 Q4	–	Sell	-78	Closed	-$3K	–	2186
2019 Q3	$3K	Sell	78 -147	-65%	-$6.14K	﹤0.01%	1747
2019 Q2	$9K	Buy	+225	New	+$9.04K	﹤0.01%	1281

Other funds holding SLF

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockefeller Capital Management's SLF Position: Q3 2026 in Review

Rockefeller Capital Management increased its Sun Life Financial (SLF) stake by 17% in Q3 2026, buying an estimated $87.9K and bringing the position to 7,670 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Rockefeller Capital Management first reported a position in SLF in Q2 2019 and has held it in 12 quarters since. 413 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

Rockefeller Capital Management held 7,670 shares of Sun Life Financial worth $598K as of Q3 2026.
Rockefeller Capital Management bought 1,093 Sun Life Financial shares in Q3 2026, an estimated $87.9K.
Sun Life Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2033 holding.
Rockefeller Capital Management first reported a position in Sun Life Financial in Q2 2019 and has held it in 12 quarters since.
413 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.