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SUN LIFE FINANCIAL INC

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13F filer, CIK 1097362, Toronto, Ontario, Canada

SUN LIFE FINANCIAL INC reported $1,952,194,000 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 92.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-094558

Period
2026-06-30
Reported value
$1.95B
Holdings
44
Top 10 weight
92.57%
New
1
Sold out
2

Part of the filer group SUN LIFE FINANCIAL INC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RECSnew+478,020$20.7M
QQQadded+16,336$12M
SNPEadded+74,706$5.14M
THDadded+48,319$3.49M
INDAadded+30,560$1.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EWSreduced-1,693,895-$50.1M
EWTreduced-311,290-$33.8M
XVVreduced-381,421-$21.7M
SPMDreduced-159,823-$10.8M
EFAreduced-42,754-$4.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-094558, largest first. % of portfolio is the value over $1,952,194,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,029 shares; 2024Q4: 644,174 shares; 2025Q1: 638,529 shares; 2025Q2: 632,149 shares; 2025Q3: 634,059 shares; 2025Q4: 624,194 shares; 2026Q1: 604,990 shares; 2026Q2: 600,571 shares 600,571$448M22.97%-4,419Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,231,800 shares; 2025Q3: 3,411,966 shares; 2025Q4: 3,857,067 shares; 2026Q1: 4,708,946 shares; 2026Q2: 4,783,652 shares 4,783,652$329M16.87%+74,706Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,026 shares; 2024Q4: 527,026 shares; 2025Q1: 464,479 shares; 2025Q2: 464,479 shares; 2025Q3: 464,479 shares; 2025Q4: 435,931 shares; 2026Q1: 432,316 shares; 2026Q2: 431,993 shares 431,993$324M16.57%-323Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,600 shares; 2024Q4: 558,474 shares; 2025Q1: 495,084 shares; 2025Q2: 493,833 shares; 2025Q3: 488,928 shares; 2025Q4: 457,725 shares; 2026Q1: 468,158 shares; 2026Q2: 464,796 shares 464,796$319M16.35%-3,362Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916,150 shares; 2024Q4: 2,024,250 shares; 2025Q1: 1,917,150 shares; 2025Q2: 1,892,950 shares; 2025Q3: 1,801,529 shares; 2025Q4: 1,862,881 shares; 2026Q1: 1,652,908 shares; 2026Q2: 1,341,618 shares 1,341,618$146M7.46%-311,290Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,660 shares; 2024Q4: 163,910 shares; 2025Q1: 162,840 shares; 2025Q2: 160,740 shares; 2025Q3: 156,640 shares; 2025Q4: 119,980 shares; 2026Q1: 107,443 shares; 2026Q2: 123,779 shares 123,779$91.2M4.67%+16,336Timeline
LODIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000,000 shares; 2025Q1: 2,000,000 shares; 2025Q2: 2,000,000 shares; 2025Q3: 2,000,000 shares; 2025Q4: 2,000,000 shares; 2026Q1: 2,000,000 shares; 2026Q2: 2,000,000 shares 2,000,000$50.4M2.58%0Timeline
CLOCETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000,000 shares; 2026Q1: 2,000,000 shares; 2026Q2: 2,000,000 shares 2,000,000$49.9M2.56%0Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823,040 shares; 2024Q4: 823,040 shares; 2025Q1: 823,040 shares; 2025Q2: 823,040 shares; 2025Q3: 823,040 shares; 2025Q4: 823,040 shares; 2026Q1: 823,040 shares; 2026Q2: 441,619 shares 441,619$25.1M1.28%-381,421Timeline
CCAPCRESCENT CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226,308 shares; 2024Q4: 2,226,308 shares; 2025Q1: 2,226,308 shares; 2025Q2: 2,226,308 shares; 2025Q3: 2,226,308 shares; 2025Q4: 2,226,308 shares; 2026Q1: 2,226,308 shares; 2026Q2: 2,226,308 shares 2,226,308$24.3M1.25%0Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 478,020 shares 478,020$20.7M1.06%newTimeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,300 shares; 2024Q4: 306,100 shares; 2025Q1: 306,100 shares; 2025Q2: 316,000 shares; 2025Q3: 314,300 shares; 2025Q4: 341,900 shares; 2026Q1: 385,125 shares; 2026Q2: 415,685 shares 415,685$20.5M1.05%+30,560Timeline
ASHRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,300 shares; 2025Q3: 198,300 shares; 2025Q4: 330,900 shares; 2026Q1: 514,607 shares; 2026Q2: 552,918 shares 552,918$20.3M1.04%+38,311Timeline
THDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,500 shares; 2024Q4: 181,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,529 shares; 2025Q4: 217,775 shares; 2026Q1: 220,513 shares; 2026Q2: 268,832 shares 268,832$19.4M1%+48,319Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398,410 shares; 2026Q2: 238,587 shares 238,587$16.1M0.83%-159,823Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,100 shares; 2024Q4: 520,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377,192 shares; 2026Q1: 407,241 shares; 2026Q2: 404,976 shares 404,976$10.9M0.56%-2,265Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,700 shares; 2024Q4: 774,800 shares; 2025Q1: 725,000 shares; 2025Q2: 707,000 shares; 2025Q3: 196,331 shares; 2025Q4: 725,660 shares; 2026Q1: 799,013 shares; 2026Q2: 640,290 shares 640,290$7.24M0.37%-158,723Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,459 shares; 2024Q4: 80,264 shares; 2025Q1: 57,182 shares; 2025Q2: 60,282 shares; 2025Q3: 58,972 shares; 2025Q4: 76,022 shares; 2026Q1: 57,372 shares; 2026Q2: 52,172 shares 52,172$4.87M0.25%-5,200Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,802 shares; 2024Q4: 61,102 shares; 2025Q1: 1,062 shares; 2025Q2: 55,762 shares; 2025Q3: 47,262 shares; 2025Q4: 72,172 shares; 2026Q1: 72,248 shares; 2026Q2: 29,494 shares 29,494$3.06M0.16%-42,754Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,950 shares; 2024Q4: 57,750 shares; 2025Q1: 56,950 shares; 2025Q2: 59,920 shares; 2025Q3: 58,910 shares; 2025Q4: 58,910 shares; 2026Q1: 58,910 shares; 2026Q2: 62,060 shares 62,060$2.82M0.14%+3,150Timeline
SEATVIVID SEATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445,640 shares; 2026Q1: 415,529 shares; 2026Q2: 415,529 shares 415,529$2.71M0.14%0Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,393 shares; 2024Q4: 273,793 shares; 2025Q1: 55,365 shares; 2025Q2: 52,315 shares; 2025Q3: 51,240 shares; 2025Q4: 51,240 shares; 2026Q1: 51,240 shares; 2026Q2: 46,989 shares 46,989$2.17M0.11%-4,251Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,256 shares; 2024Q4: 11,256 shares; 2025Q1: 11,256 shares; 2025Q2: 11,256 shares; 2025Q3: 13,401 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666$1.74M0.09%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,145 shares; 2024Q4: 59,145 shares; 2025Q1: 59,145 shares; 2025Q2: 59,145 shares; 2025Q3: 59,145 shares; 2025Q4: 5,478 shares; 2026Q1: 6,535 shares; 2026Q2: 6,535 shares 6,535$1.46M0.07%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,570 shares; 2024Q4: 203,570 shares; 2025Q1: 213,509 shares; 2025Q2: 213,509 shares; 2025Q3: 213,509 shares; 2025Q4: 8,136 shares; 2026Q1: 8,136 shares; 2026Q2: 8,136 shares 8,136$1.46M0.07%0Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,760 shares; 2026Q2: 5,760 shares 5,760$1.31M0.07%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,635 shares; 2024Q4: 14,205 shares; 2025Q1: 13,775 shares; 2025Q2: 18,825 shares; 2025Q3: 18,825 shares; 2025Q4: 18,395 shares; 2026Q1: 18,395 shares; 2026Q2: 14,195 shares 14,195$1.07M0.05%-4,200Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239,900 shares; 2024Q4: 1,522,600 shares; 2025Q1: 1,530,100 shares; 2025Q2: 1,209,600 shares; 2025Q3: 1,462,159 shares; 2025Q4: 1,472,605 shares; 2026Q1: 1,729,969 shares; 2026Q2: 36,074 shares 36,074$1.07M0.05%-1,693,895Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,376 shares; 2024Q4: 151,376 shares; 2025Q1: 151,376 shares; 2025Q2: 160,142 shares; 2025Q3: 160,142 shares; 2025Q4: 17,185 shares; 2026Q1: 17,185 shares; 2026Q2: 17,185 shares 17,185$1.05M0.05%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,524 shares; 2024Q4: 220,524 shares; 2025Q1: 220,524 shares; 2025Q2: 224,643 shares; 2025Q3: 224,643 shares; 2025Q4: 7,682 shares; 2026Q1: 7,682 shares; 2026Q2: 7,682 shares 7,682$1.04M0.05%0Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,425 shares; 2024Q4: 15,425 shares; 2025Q1: 14,895 shares; 2025Q2: 13,095 shares; 2025Q3: 13,095 shares; 2025Q4: 13,095 shares; 2026Q1: 13,095 shares; 2026Q2: 13,505 shares 13,505$559K0.03%+410Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,949 shares; 2026Q2: 5,949 shares 5,949$528K0.03%0Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,122 shares; 2026Q2: 13,122 shares 13,122$465K0.02%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,630 shares; 2026Q2: 10,630 shares 10,630$442K0.02%0Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,805 shares; 2026Q2: 4,805 shares 4,805$326K0.02%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,266 shares; 2026Q2: 2,266 shares 2,266$315K0.02%0Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,705 shares; 2026Q2: 10,705 shares 10,705$304K0.02%0Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,528 shares; 2024Q4: 159,528 shares; 2025Q1: 159,528 shares; 2025Q2: 159,528 shares; 2025Q3: 159,528 shares; 2025Q4: 9,594 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181$250K0.01%0Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,215 shares; 2026Q2: 4,708 shares 4,708$188K0.01%+1,493Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,427 shares; 2024Q4: 150,427 shares; 2025Q1: 150,427 shares; 2025Q2: 152,427 shares; 2025Q3: 161,087 shares; 2025Q4: 5,653 shares; 2026Q1: 1,307 shares; 2026Q2: 992 shares 992$187K0.01%-315Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,911 shares; 2026Q2: 5,911 shares 5,911$150K0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773$141K0.01%0Timeline
AKRACADIA RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,635 shares; 2026Q2: 6,635 shares 6,635$139K0.01%0Timeline
BBGIBEASLEY BROADCAST GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524$40K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RSPINVESCO EXCHANGE TRADED FD T1,636$313Kshares
VIVID SEATS INCVIVID SEATS INC19,720$1Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-094558 base2026-08-12acceptance time not in the bulk data set