UMB Bank’s Sun Life Financial SLF Stock Holding History

UMB Bank’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 Q2	$160K	Hold	2,043	–	–	﹤0.01%	818
2026 Q1	$128K	Sell	2,043 -317	-13%	-$20.3K	﹤0.01%	859
2025 Q4	$147K	Buy	2,360 +2,007	+569%	+$121K	﹤0.01%	779
2025 Q3	$21.2K	Hold	353	–	–	﹤0.01%	1427
2025 Q2	$23.5K	Hold	353	–	–	﹤0.01%	1335
2025 Q1	$20.2K	Sell	353 -27	-7%	-$1.54K	﹤0.01%	1324
2024 Q4	$22.5K	Hold	380	–	–	﹤0.01%	1202
2024 Q3	$22K	Buy	380 +27	+8%	+$1.41K	﹤0.01%	1187
2024 Q2	$17.3K	Sell	353 -56	-14%	-$2.84K	﹤0.01%	1123
2024 Q1	$22.3K	Buy	409 +51	+14%	+$2.7K	﹤0.01%	1032
2023 Q4	$18.6K	Hold	358	–	–	﹤0.01%	1085
2023 Q3	$17.5K	Sell	358 -1,731	-83%	-$86.8K	﹤0.01%	1116
2023 Q2	$109K	Hold	2,089	–	–	﹤0.01%	683
2023 Q1	$97.6K	Hold	2,089	–	–	﹤0.01%	702
2022 Q4	$97K	Hold	2,089	–	–	﹤0.01%	707
2022 Q3	$83K	Buy	2,089 +2	+0.1%	+$90	﹤0.01%	756
2022 Q2	$95K	Hold	2,087	–	–	﹤0.01%	764
2022 Q1	$117K	Hold	2,087	–	–	﹤0.01%	751
2021 Q4	$116K	Buy	+2,087	New	+$115K	﹤0.01%	779

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UMB Bank's SLF Position: Q2 2026 in Review

UMB Bank held its Sun Life Financial (SLF) position steady in Q2 2026 at 2,043 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

UMB Bank first reported a position in SLF in Q4 2021 and has held it in 19 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

UMB Bank held 2,043 shares of Sun Life Financial worth $160K as of Q2 2026.
UMB Bank left its Sun Life Financial share count unchanged in Q2 2026.
Sun Life Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #818 holding.
UMB Bank first reported a position in Sun Life Financial in Q4 2021 and has held it in 19 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.