SUN LIFE FINANCIAL INC: QQQ position timeline

SUN LIFE FINANCIAL INC held 123,779 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 123,779 shares

   Change vs previous 13F +16,336 shares

   4.67% of the 13F portfolio, value $91,151,000.

   13F-HR 0001104659-26-094558 filed by SUN LIFE FINANCIAL INC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 107,443 shares

   Change vs previous 13F -12,537 shares

   3.52% of the 13F portfolio, value $62,014,000.

   13F-HR 0001104659-26-060809 filed by SUN LIFE FINANCIAL INC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 119,980 shares

   Change vs previous 13F -36,660 shares

   3.87% of the 13F portfolio, value $73,705,000.

   13F-HR 0001104659-26-013960 filed by SUN LIFE FINANCIAL INC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 156,640 shares

   Change vs previous 13F -4,100 shares

   4.8% of the 13F portfolio, value $94,042,000.

   13F-HR 0001104659-25-108855 filed by SUN LIFE FINANCIAL INC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 160,740 shares

   Change vs previous 13F -2,100 shares

   4.85% of the 13F portfolio, value $88,671,000.

   13F-HR 0001104659-25-077368 filed by SUN LIFE FINANCIAL INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 162,840 shares

   Change vs previous 13F -1,070 shares

   4.83% of the 13F portfolio, value $76,359,000.

   13F-HR 0001104659-25-046220 filed by SUN LIFE FINANCIAL INC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 163,910 shares

   Change vs previous 13F -5,750 shares

   4.67% of the 13F portfolio, value $83,796,000.

   13F-HR 0001104659-25-012323 filed by SUN LIFE FINANCIAL INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 169,660 shares

   Change vs previous 13F not available

   4.62% of the 13F portfolio, value $82,806,000.

   13F-HR 0001104659-24-111143 filed by SUN LIFE FINANCIAL INC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).