Skip to content
Disclosery

SLF SUN LIFE FINANCIAL INC.

Follow

Stock (common), issuer CIK 1097362

442 managers (450 13F filers) reported a position in SLF shares at 2025-06-30, 265,788,143 shares in all. 52 filers opened a position and 30 filers sold out during the quarter.

Managers
442
13F filers
450
New
52
Added
150
Reduced
134
Sold out
30
Shares held by filers
265,788,143

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UMB Bank, n.a.353$23.5K<0.01%013F-HR/ATimeline
Cornerstone Planning Group LLC379$23K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC330$21.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$20.3K0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.295$19.6K<0.01%-45513F-HRTimeline
Wilmington Savings Fund Society, FSB292$19.4K<0.01%-58713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC283$18.8K<0.01%+13513F-HRTimelineGroup
Caitong International Asset Management …268$17.8K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…255$16.9K<0.01%-113F-HRTimeline
Strategic Investment Solutions, Inc. /IL246$16.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.242$16.1K<0.01%013F-HRTimeline
MASECO LLP239$15.9K<0.01%13F-HRTimeline
BFSG, LLC225$15K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc220$14.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC207$13.6K<0.01%-12413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.200$13.3K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC205$12.7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$12.4K<0.01%013F-HRTimeline
HM PAYSON & CO170$11.3K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.165$11K<0.01%013F-HRTimeline
NewSquare Capital LLC137$9.1K<0.01%+12413F-HRTimeline
Financial Management Professionals, Inc.136$9.04K<0.01%+12113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management125$8.31K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank122$8.11K<0.01%-7813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC137$7.89K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.122$7.24K<0.01%013F-HRTimeline
NewEdge Advisors, LLC106$7.01K<0.01%013F-HRTimeline
Key Financial Inc99$6.58K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.94$6.25K<0.01%013F-HRTimeline
Bare Financial Services, Inc93$6.18K<0.01%+5613F-HRTimeline
Brooklyn Investment Group64$4.25K<0.01%013F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…48$3K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC33$2.19K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25$1.66K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25$1.66K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC20$1.33K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC18$1.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.8$532<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5$332<0.01%013F-HRTimeline
High Note Wealth, LLC2$133<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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.