UB
SLF icon

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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return