Susquehanna Fundamental Investments’s Sun Life Financial SLF Stock Holding History

Susquehanna Fundamental Investments’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	-4,700	Closed	-$282K	–	675
2025 Q3	$282K	Sell	4,700 -88,400	-95%	-$5.32M	0.01%	489
2025 Q2	$6.19M	Sell	93,100 -44,500	-32%	-$2.73M	0.17%	170
2025 Q1	$7.88M	Sell	137,600 -222,000	-62%	-$12.7M	0.11%	237
2024 Q4	$21.3M	Buy	+359,600	New	+$21.2M	0.3%	70
2024 Q2	$3.92M	Sell	80,000 -64,100	-44%	-$3.25M	0.09%	272
2024 Q1	$7.86M	Buy	+144,100	New	+$7.62M	0.37%	73
2023 Q3	–	Sell	-192,100	Closed	-$10M	–	568
2023 Q2	$10M	Sell	192,100 -9,400	-5%	-$462K	0.37%	79
2023 Q1	$9.41M	Hold	201,500	–	–	0.22%	131
2022 Q4	$9.36M	Sell	201,500 -113,000	-36%	-$5M	0.16%	183
2022 Q3	$12.5M	Buy	+314,500	New	+$14.1M	0.21%	126
2022 Q1	$1.65M	Hold	29,500	–	–	0.03%	655
2021 Q4	$1.64M	Hold	29,500	–	–	0.04%	488
2021 Q3	$1.52M	Buy	+29,500	New	+$1.52M	0.03%	697
2018 Q3	–	Sell	-20,553	Closed	-$825K	–	398
2018 Q2	$825K	Buy	+20,553	New	+$851K	0.12%	213

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 $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $935B AUM

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

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

Susquehanna Fundamental Investments's SLF Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 4,700 shares — an estimated $282K sold.

Susquehanna Fundamental Investments first reported a position in SLF in Q2 2018 and held it in 14 quarters. The position peaked at $21.3M in Q4 2024. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 4,700 Sun Life Financial shares in Q4 2025, an estimated $282K.
Susquehanna Fundamental Investments first reported a position in Sun Life Financial in Q2 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's Sun Life Financial position peaked at $21.3M in Q4 2024.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.