United Services Automobile Association’s Sun Life Financial SLF Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-19,798	Closed	-$1.12M	–	865
2025 Q1	$1.12M	Hold	19,798	–	–	0.03%	249
2024 Q4	$2.43M	Hold	19,798	–	–	0.08%	137
2024 Q3	$1.15M	Sell	19,798 -4,297	-18%	-$225K	0.03%	184
2024 Q2	$1.18M	Hold	24,095	–	–	0.03%	200
2024 Q1	$1.31M	Hold	24,095	–	–	0.03%	193
2023 Q4	$1.25M	Buy	24,095 +3,118	+15%	+$153K	0.03%	201
2023 Q3	$1.02M	Buy	20,977 +6,388	+44%	+$320K	0.03%	215
2023 Q2	$761K	Sell	14,589 -2,520	-15%	-$124K	0.02%	221
2023 Q1	$799K	Sell	17,109 -12,559	-42%	-$605K	0.03%	220
2022 Q4	$1.38M	Hold	29,668	–	–	0.03%	242
2022 Q3	$1.18M	Buy	29,668 +3,424	+13%	+$153K	0.03%	253
2022 Q2	$1.2M	Buy	+26,244	New	+$1.31M	0.03%	253

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

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

FDCDDQ

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

United Services Automobile Association's SLF Position: Q2 2025 in Review

United Services Automobile Association sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 19,798 shares — an estimated $1.12M sold.

United Services Automobile Association first reported a position in SLF in Q2 2022 and held it in 12 quarters. The position peaked at $2.43M in Q4 2024. 447 funds tracked by Wall St. Rank hold SLF as of Q2 2025.

United Services Automobile Association reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 19,798 Sun Life Financial shares in Q2 2025, an estimated $1.12M.
United Services Automobile Association first reported a position in Sun Life Financial in Q2 2022 and held it in 12 quarters.
United Services Automobile Association's Sun Life Financial position peaked at $2.43M in Q4 2024.
447 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.