Y-Intercept (HK)’s Sun Life Financial SLF Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-4,617	Closed	-$277K	–	1950
2025 Q3	$277K	Buy	+4,617	New	+$278K	0.01%	1400
2024 Q2	–	Sell	-8,385	Closed	-$458K	–	1874
2024 Q1	$458K	Buy	+8,385	New	+$444K	0.03%	755
2022 Q4	–	Sell	-12,997	Closed	-$517K	–	1319
2022 Q3	$517K	Buy	+12,997	New	+$583K	0.05%	526
2022 Q2	–	Sell	-19,746	Closed	-$1.1M	–	1168
2022 Q1	$1.1M	Buy	19,746 +9,733	+97%	+$536K	0.25%	93
2021 Q4	$557K	Buy	+10,013	New	+$554K	0.13%	226
2021 Q2	–	Sell	-20,235	Closed	-$1.22M	–	869
2021 Q1	$1.22M	Buy	+20,235	New	+$991K	0.33%	64

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Y-Intercept (HK)'s SLF Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 4,617 shares — an estimated $277K sold.

Y-Intercept (HK) first reported a position in SLF in Q1 2021 and held it in 6 quarters. The position peaked at $1.22M in Q1 2021. 439 funds tracked by Wall St. Rank hold SLF as of Q4 2025.

Y-Intercept (HK) reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
Y-Intercept (HK) sold 4,617 Sun Life Financial shares in Q4 2025, an estimated $277K.
Y-Intercept (HK) first reported a position in Sun Life Financial in Q1 2021 and held it in 6 quarters.
Y-Intercept (HK)'s Sun Life Financial position peaked at $1.22M in Q1 2021.
439 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.