William Blair & Company’s Sun Life Financial SLF Stock Holding History

William Blair & Company’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	$509K	Sell	8,142 -2,121	-21%	-$136K	﹤0.01%	1148
2025 Q4	$640K	Sell	10,263 -3,977	-28%	-$240K	﹤0.01%	1060
2025 Q3	$855K	Sell	14,240 -71	-0.5%	-$4.27K	﹤0.01%	955
2025 Q2	$951K	Buy	14,311 +2	+0%	+$123	﹤0.01%	914
2025 Q1	$819K	Buy	14,309 +3	+0%	+$171	﹤0.01%	944
2024 Q4	$849K	Sell	14,306 -168	-1%	-$9.91K	﹤0.01%	947
2024 Q3	$840K	Buy	14,474 +3	+0%	+$157	﹤0.01%	953
2024 Q2	$709K	Buy	14,471 +1,903	+15%	+$96.6K	﹤0.01%	982
2024 Q1	$686K	Buy	12,568 +366	+3%	+$19.4K	﹤0.01%	996
2023 Q4	$633K	Buy	12,202 +97	+0.8%	+$4.77K	﹤0.01%	1008
2023 Q3	$591K	Sell	12,105 -171	-1%	-$8.57K	﹤0.01%	1007
2023 Q2	$640K	Sell	12,276 -102	-0.8%	-$5.01K	﹤0.01%	983
2023 Q1	$578K	Sell	12,378 -40	-0.3%	-$1.93K	﹤0.01%	991
2022 Q4	$576K	Sell	12,418 -16	-0.1%	-$708	﹤0.01%	1000
2022 Q3	$494K	Buy	12,434 +142	+1%	+$6.37K	﹤0.01%	1042
2022 Q2	$563K	Sell	12,292 -331	-3%	-$16.5K	﹤0.01%	1025
2022 Q1	$705K	Buy	12,623 +331	+3%	+$18.2K	﹤0.01%	1040
2021 Q4	$685K	Sell	12,292 -1,940	-14%	-$107K	﹤0.01%	1092
2021 Q3	$732K	Sell	14,232 -56	-0.4%	-$2.88K	﹤0.01%	1033
2021 Q2	$736K	Sell	14,288 -269	-2%	-$14.2K	﹤0.01%	1018
2021 Q1	$736K	Buy	14,557 +325	+2%	+$15.9K	﹤0.01%	998
2020 Q4	$633K	Sell	14,232 -117	-0.8%	-$5.07K	﹤0.01%	1014
2020 Q3	$584K	Sell	14,349 -52	-0.4%	-$2.1K	﹤0.01%	925
2020 Q2	$529K	Buy	14,401 +243	+2%	+$8.35K	﹤0.01%	923
2020 Q1	$454K	Hold	14,158	–	–	﹤0.01%	899
2019 Q4	$645K	Hold	14,158	–	–	﹤0.01%	907
2019 Q3	$634K	Buy	14,158 +669	+5%	+$28K	﹤0.01%	876
2019 Q2	$558K	Sell	13,489 -234	-2%	-$9.4K	﹤0.01%	943
2019 Q1	$527K	Sell	13,723 -2,401	-15%	-$88.1K	﹤0.01%	948
2018 Q4	$535K	Buy	16,124 +2,110	+15%	+$76.3K	﹤0.01%	887
2018 Q3	$557K	Sell	14,014 -500	-3%	-$20K	﹤0.01%	926
2018 Q2	$583K	Hold	14,514	–	–	﹤0.01%	904
2018 Q1	$597K	Hold	14,514	–	–	﹤0.01%	866
2017 Q4	$599K	Hold	14,514	–	–	﹤0.01%	907
2017 Q3	$578K	Hold	14,514	–	–	﹤0.01%	892
2017 Q2	$519K	Buy	14,514 +1,956	+16%	+$67.5K	﹤0.01%	971
2017 Q1	$459K	Buy	12,558 +1,025	+9%	+$39K	﹤0.01%	929
2016 Q4	$443K	Sell	11,533 -1,000	-8%	-$36.2K	﹤0.01%	874
2016 Q3	$408K	Sell	12,533 -5,000	-29%	-$161K	﹤0.01%	899
2016 Q2	$576K	Hold	17,533	–	–	0.01%	758
2016 Q1	$566K	Hold	17,533	–	–	0.01%	759
2015 Q4	$547K	Sell	17,533 -98	-0.6%	-$3.23K	0.01%	785
2015 Q3	$568K	Sell	17,631 -462	-3%	-$15K	﹤0.01%	932
2015 Q2	$604K	Hold	18,093	–	–	﹤0.01%	1706
2015 Q1	$558K	Hold	18,093	–	–	﹤0.01%	1691
2014 Q4	$652K	Buy	18,093 +783	+5%	+$28K	﹤0.01%	1617
2014 Q3	$628K	Hold	17,310	–	–	﹤0.01%	1629
2014 Q2	$635K	Hold	17,310	–	–	﹤0.01%	1593
2014 Q1	$599K	Hold	17,310	–	–	﹤0.01%	1563
2013 Q4	$611K	Sell	17,310 -223	-1%	-$7.59K	﹤0.01%	1534
2013 Q3	$560K	Hold	17,533	–	–	﹤0.01%	1522
2013 Q2	$519K	Buy	+17,533	New	+$499K	﹤0.01%	1494

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

William Blair & Company's SLF Position: Q1 2026 in Review

William Blair & Company reduced its Sun Life Financial (SLF) stake by 21% in Q1 2026, selling an estimated $136K and leaving 8,142 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

William Blair & Company first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $951K in Q2 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

William Blair & Company held 8,142 shares of Sun Life Financial worth $509K as of Q1 2026.
William Blair & Company sold 2,121 Sun Life Financial shares in Q1 2026, an estimated $136K.
Sun Life Financial made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1148 holding.
William Blair & Company first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
William Blair & Company's Sun Life Financial position peaked at $951K in Q2 2025.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.