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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Rockefeller Capital Management's SLF Position: Q1 2026 in Review

Rockefeller Capital Management increased its Sun Life Financial (SLF) stake by 60% in Q1 2026, buying an estimated $136K and bringing the position to 5,700 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Rockefeller Capital Management first reported a position in SLF in Q2 2019 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Rockefeller Capital Management held 5,700 shares of Sun Life Financial worth $357K as of Q1 2026.
Rockefeller Capital Management bought 2,132 Sun Life Financial shares in Q1 2026, an estimated $136K.
Sun Life Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2163 holding.
Rockefeller Capital Management first reported a position in Sun Life Financial in Q2 2019 and has held it in 10 quarters since.
449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.