Sun Life Financial’s AAM Crescent CLO ETF CLOC Stock Holding History

Sun Life Financial’s Portfolio CLOC Stock Details CLOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.6M	Hold	2,000,000	–	–	2.82%	8
2025 Q4	$50.1M	Buy	+2,000,000	New	+$50.3M	2.63%	9

Other funds holding CLOC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sun Life Financial's CLOC Position: Q1 2026 in Review

Sun Life Financial held its AAM Crescent CLO ETF (CLOC) position steady in Q1 2026 at 2,000,000 shares worth $49.6M. The position accounts for 2.82% of the portfolio, ranked #8.

Sun Life Financial first reported a position in CLOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $50.1M in Q4 2025. 3 funds tracked by Wall St. Rank hold CLOC as of Q1 2026.

Sun Life Financial held 2,000,000 shares of AAM Crescent CLO ETF worth $49.6M as of Q1 2026.
Sun Life Financial left its AAM Crescent CLO ETF share count unchanged in Q1 2026.
AAM Crescent CLO ETF made up 2.82% of Sun Life Financial's portfolio in Q1 2026, its #8 holding.
Sun Life Financial first reported a position in AAM Crescent CLO ETF in Q4 2025 and has held it in 2 quarters since.
Sun Life Financial's AAM Crescent CLO ETF position peaked at $50.1M in Q4 2025.
3 funds tracked by Wall St. Rank held AAM Crescent CLO ETF as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.