Texas Capital Bank Wealth Management Services’s Sun Life Financial SLF Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q1	–	Sell	-14,621	Closed	-$868K	–	214
2024 Q4	$868K	Hold	14,621	–	–	0.09%	78
2024 Q3	$848K	Hold	14,621	–	–	0.08%	85
2024 Q2	$716K	Sell	14,621 -228	-2%	-$11.6K	0.07%	96
2024 Q1	$810K	Hold	14,849	–	–	0.09%	91
2023 Q4	$770K	Hold	14,849	–	–	0.09%	85
2023 Q3	$725K	Hold	14,849	–	–	0.09%	97
2023 Q2	$774K	Hold	14,849	–	–	0.08%	101
2023 Q1	$693K	Sell	14,849 -2,127	-13%	-$102K	0.08%	105
2022 Q4	$788K	Hold	16,976	–	–	0.1%	96
2022 Q3	$675K	Hold	16,976	–	–	0.09%	88
2022 Q2	$778K	Hold	16,976	–	–	0.09%	82
2022 Q1	$948K	Hold	16,976	–	–	0.09%	80
2021 Q4	$946K	Buy	+16,976	New	+$938K	0.08%	81

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Texas Capital Bank Wealth Management Services's SLF Position: Q1 2025 in Review

Texas Capital Bank Wealth Management Services sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 14,621 shares — an estimated $868K sold.

Texas Capital Bank Wealth Management Services first reported a position in SLF in Q4 2021 and held it in 13 quarters. The position peaked at $948K in Q1 2022. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Texas Capital Bank Wealth Management Services reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 14,621 Sun Life Financial shares in Q1 2025, an estimated $868K.
Texas Capital Bank Wealth Management Services first reported a position in Sun Life Financial in Q4 2021 and held it in 13 quarters.
Texas Capital Bank Wealth Management Services's Sun Life Financial position peaked at $948K in Q1 2022.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2025, filed 14 May 2025.