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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

433 managers (442 13F filers) reported a position in SLF shares at 2025-12-31, 250,954,258 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
433
13F filers
442
New
40
Added
146
Reduced
142
Sold out
38
Shares held by filers
250,954,258

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bell Investment Advisors, Inc170$10.6K<0.01%-5013F-HRTimeline
Washington Trust Advisors, Inc.165$10.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$9K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.144$8.99K<0.01%+813F-HRTimeline
True Wealth Design, LLC137$8.55K<0.01%-2713F-HRTimeline
Motiv8 Investments LLC125$8K<0.01%new13F-HRTimeline
Bare Financial Services, Inc124$7.74K<0.01%-1513F-HRTimeline
Bangor Savings Bank122$7.61K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.122$7.61K<0.01%013F-HRTimeline
NewEdge Advisors, LLC107$6.68K<0.01%013F-HRTimeline
Key Financial Inc99$6.18K<0.01%013F-HRTimeline
JCIC Asset Management Inc.95$5.93K<0.01%-4013F-HRTimeline
BARRETT & COMPANY, INC.94$5.87K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC43$2.68K<0.01%+1813F-HRTimeline
North Star Investment Management Corp.40$2.5K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…33$2K<0.01%-1513F-HRTimelineGroup
Kilter Group LLC30$1.87K<0.01%+2213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25$1.56K<0.01%013F-HRTimeline
Root Financial Partners, LLC23$1.44K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$1.25K<0.01%013F-HRTimeline
SageView Advisory Group, LLC19$1.19K<0.01%new13F-HRTimeline
Nemes Rush Group LLC19$1.19K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC15$936<0.01%13F-HR/ATimeline
Godfrey Financial Associates, Inc.13$811<0.01%13F-HRTimeline
Stone House Investment Management, LLC12$749<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.12$749<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC10$624<0.01%+513F-HRTimeline
SIMPLEX TRADING, LLC9$561<0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC6$374<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5$312<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.5$312<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1$61<0.01%-1913F-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.