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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

481 managers (494 13F filers) reported a position in SLF shares at 2026-06-30, 251,872,746 shares in all. 71 filers opened a position and 26 filers sold out during the quarter.

Managers
481
13F filers
494
New
71
Added
177
Reduced
131
Sold out
26
Shares held by filers
251,872,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OAKWORTH CAPITAL, INC.748$58.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC738$58K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department681$53.4K0.01%013F-HRTimelineGroup
Asset Planning,Inc678$53.2K0.03%013F-HRTimeline
PRIVATE TRUST CO NA651$51.1K<0.01%+15413F-HRTimeline
Abound Wealth Management638$50K0.01%013F-HRTimeline
Mondrian Investment Partners LTD442$49.2K<0.01%new13F-HRTimeline
Manchester Capital Management LLC609$47.8K0.01%-17313F-HRTimeline
CENTRAL TRUST Co600$47.1K<0.01%013F-HRTimeline
MCF Advisors LLC586$46K<0.01%-21413F-HRTimeline
GAMMA Investing LLC576$45.2K<0.01%013F-HRTimeline
Planning Strategies Inc.560$43.9K0.03%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$41.6K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC523$41K0.01%013F-HRTimeline
SITTNER & NELSON, LLC513$40.2K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC510$40K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc500$39.2K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$39.2K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.489$38.4K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO481$37.7K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC462$36.2K<0.01%-32513F-HRTimeline
WealthCollab, LLC460$36.1K0.01%013F-HRTimeline
Cornerstone Planning Group LLC441$35.9K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/444$34.8K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC414$32.5K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich406$31.9K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC400$31.4K<0.01%013F-HRTimeline
Clean Yield Group380$29.8K0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$25.6K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …317$24.9K<0.01%13F-HRTimelineGroup
Bare Financial Services, Inc269$21.1K<0.01%+11513F-HRTimeline
Strategic Investment Solutions, Inc. /IL246$19.3K<0.01%013F-HRTimeline
Towne Trust Company, N.A244$19.1K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.241$18.9K<0.01%013F-HRTimeline
BFSG, LLC225$17.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC205$16.1K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…202$15.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$14.5K<0.01%013F-HRTimeline
Coston, McIsaac & Partners183$14K<0.01%new13F-HRTimeline
Kilter Group LLC174$13.6K<0.01%+13813F-HRTimeline
Washington Trust Advisors, Inc.165$12.9K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.164$12.9K<0.01%+2013F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$12K<0.01%013F-HRTimeline
True Wealth Design, LLC137$10.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC135$10.6K<0.01%-14813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC121$9.49K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC105$8.23K<0.01%+6413F-HRTimeline
Key Financial Inc99$7.76K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC98$7.68K0.01%+8313F-HR/ATimeline
BARRETT & COMPANY, INC.94$7.37K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS86$6.74K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC82$6.43K<0.01%+613F-HRTimeline
JCIC Asset Management Inc.95$5.94K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc71$5.57K<0.01%-9913F-HRTimeline
Institute for Wealth Management, LLC.70$5.46K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC87$5.44K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC69$5.41K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.61$4.78K<0.01%new13F-HRTimeline
JNBA Financial Advisors53$4.16K<0.01%new13F-HRTimeline
North Star Investment Management Corp.47$3.69K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.21K<0.01%+1613F-HRTimeline
Caitong International Asset Management …34$2.67K<0.01%-2,02713F-HRTimeline
Stone House Investment Management, LLC26$2.04K<0.01%+1013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…33$2K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC25$1.96K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23$1.8K<0.01%+1213F-HR/ATimeline
LRI Investments, LLC23$1.8K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.21$1.65K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$1.57K<0.01%013F-HRTimeline
Nemes Rush Group LLC19$1.49K<0.01%013F-HRTimeline
Grove Bank & Trust16$1.25K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.13$1.02K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.12$941<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC7$549<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$548<0.01%+613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC6$470<0.01%013F-HRTimeline
Bogart Wealth, LLC4$314<0.01%013F-HRTimeline
Investors Portfolio Services LLC4$314<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1$76<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Oslo Pensjonsforsikring AS0$00%-1,30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.