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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

441 managers (452 13F filers) reported a position in SLF shares at 2026-03-31, 248,700,091 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
441
13F filers
452
New
40
Added
177
Reduced
116
Sold out
32
Shares held by filers
248,700,091

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…202$12.6K<0.01%-1913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC190$11.9K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$11.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$11.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc170$10.6K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.165$10.3K<0.01%013F-HRTimeline
Bare Financial Services, Inc154$9.63K<0.01%+3013F-HRTimeline
Financial Management Professionals, Inc.144$9.01K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$9K<0.01%013F-HRTimeline
True Wealth Design, LLC137$8.57K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.122$7.63K<0.01%013F-HRTimeline
NewEdge Advisors, LLC108$6.73K<0.01%+113F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$6.26K<0.01%-2,92113F-HRTimelineGroup
Key Financial Inc99$6.19K<0.01%013F-HRTimeline
JCIC Asset Management Inc.95$5.94K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.94$5.88K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC87$5.44K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC76$4.75K<0.01%-1,12413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC69$4.32K<0.01%+5913F-HRTimeline
North Star Investment Management Corp.47$2.94K<0.01%+713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC41$2.56K<0.01%-213F-HRTimeline
Kilter Group LLC36$2.25K<0.01%+613F-HRTimeline
Root Financial Partners, LLC35$2.19K<0.01%+1213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.32$2K<0.01%+2713F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…33$2K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC25$1.56K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$1.25K<0.01%013F-HRTimeline
Nemes Rush Group LLC19$1.19K<0.01%013F-HRTimeline
Grove Bank & Trust16$1K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC16$1K<0.01%+413F-HRTimeline
Cornerstone Financial Management LLC15$938<0.01%013F-HR/ATimeline
Godfrey Financial Associates, Inc.13$813<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.12$751<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11$689<0.01%+613F-HRTimeline
SIMPLEX TRADING, LLC7$437<0.01%-213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC6$375<0.01%013F-HRTimeline
Investors Portfolio Services LLC4$281<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$250<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$62<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1$61<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.