Sun Life Financial Inc. 13F holders
Of the 44 funds followed here, 7 reported a position in Sun Life Financial Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 6.5 million shares worth $526.4 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Bridgewater Associates.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 6,460,912 | $526.4 million | 0.0% | +674,856 | added | 30 June 2026 | 13F |
| Norges Bank | 6,370,400 | $499.7 million | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 6,004,087 | $471.4 million | 0.0% | +157,188 | added | 30 June 2026 | 13F |
| Millennium Management | 563,146 | $51.6 million | 0.0% | +332,049 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 372,413 | $29.2 million | 0.0% | -182,600 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 222,230 | $17.4 million | 0.0% | +88,595 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 91,035 | $7.1 million | 0.0% | +91,035 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -250,635 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 19 | $78.76 | SEC |
| 26 August 2026 | 2,117 | $79.98 | SEC |
| 24 August 2026 | 100 | $78.98 | SEC |
| 21 August 2026 | 9,630 | $78.26 | SEC |
| 20 August 2026 | 25 | $79.49 | SEC |
| 19 August 2026 | 187 | $80.41 | SEC |
| 17 August 2026 | 40,649 | $81.37 | SEC |
| 13 August 2026 | 7,080 | $80.24 | SEC |
| 11 August 2026 | 4,844 | $82.63 | SEC |
| 7 August 2026 | 9,141 | $82.32 | SEC |
| 6 August 2026 | 17 | $81.87 | SEC |
| 5 August 2026 | 32 | $82.27 | SEC |
| 3 August 2026 | 180 | $82.95 | SEC |
| 31 July 2026 | 14,671 | $82.77 | SEC |
| 24 July 2026 | 3,530 | $81.41 | SEC |
| 23 July 2026 | 7,355 | $81.35 | SEC |
| 22 July 2026 | 4,917 | $80.97 | SEC |
| 21 July 2026 | 376 | $80.65 | SEC |
| 20 July 2026 | 171 | $81.78 | SEC |
| 17 July 2026 | 26,867 | $81.62 | SEC |
| 16 July 2026 | 11 | $81.25 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 40,649 on 17 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to SLF by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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