SUN LIFE FINANCIAL INC (SLF) — Institutional Holders, Q2 2026 (page 5)
497 institutional investment managers reported a SLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $20.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 497. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SLF 13F holders ranked 401–497 of 497
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | BARTLETT & WEALTH MANAGEMENT#401 · 1,200 sh | 1,200 | $94.1K | <0.01% | 0.0% |
| 402 | CX Institutional#402 · 1,184 sh | 1,184 | $93.0K | — | 0.0% |
| 403 | IFG Advisory#403 · 1,182 sh | 1,182 | $92.7K | <0.01% | New |
| 404 | Allworth Financial#404 · 1,088 sh | 1,088 | $85.3K | <0.01% | -2.6% |
| 405 | Triumph Capital Management#405 · 1,073 sh | 1,073 | $84.1K | — | 0.0% |
| 406 | BEACON INVESTMENT ADVISORY SERVICES#406 · 1,050 sh | 1,050 | $82.3K | — | 0.0% |
| 407 | DANSKE BANK A/S#407 · 1,006 sh | 1,006 | $78.7K | <0.01% | 0.0% |
| 408 | Tower Research Capital (TRC)#408 · 1,000 sh | 1,000 | $78.4K | <0.01% | +900.0% |
| 409 | CITY HOLDING#409 · 1,000 sh | 1,000 | $78.4K | — | 0.0% |
| 410 | Basecamp Wealth Advisors#410 · 994 sh | 994 | $77.9K | 0.01% | 0.0% |
| 411 | Glen Eagle Advisors#411 · 939 sh | 939 | $73.6K | <0.01% | 0.0% |
| 412 | JFS WEALTH ADVISORS#412 · 928 sh | 928 | $72.8K | <0.01% | +1.3% |
| 413 | Evelyn Partners Group Ltd#413 · 906 sh | 906 | $71.1K | <0.01% | — |
| 414 | Westside Investment Management#414 · 801 sh | 801 | $62.8K | <0.01% | 0.0% |
| 415 | Larson Financial Group#415 · 797 sh | 797 | $62.5K | <0.01% | +34.6% |
| 416 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#416 · 770 sh | 770 | $60.2K | 0.02% | +54.0% |
| 417 | Oakworth Capital#417 · 748 sh | 748 | $58.7K | — | 0.0% |
| 418 | Capital Analysts#418 · 738 sh | 738 | $58.0K | <0.01% | New |
| 419 | BankPlus Department#419 · 681 sh | 681 | $53.4K | 0.01% | 0.0% |
| 420 | Asset Planning#420 · 678 sh | 678 | $53.2K | — | 0.0% |
| 421 | PRIVATE NA#421 · 651 sh | 651 | $51.1K | — | +31.0% |
| 422 | Abound Wealth Management#422 · 638 sh | 638 | $50.0K | — | 0.0% |
| 423 | Mondrian Investment Partners LTD#423 · 442 sh | 442 | $49.2K | — | New |
| 424 | Manchester Capital Management#424 · 609 sh | 609 | $47.8K | — | -22.1% |
| 425 | CENTRAL#425 · 600 sh | 600 | $47.1K | <0.01% | 0.0% |
| 426 | MCF Advisors#426 · 586 sh | 586 | $46.0K | <0.01% | -26.8% |
| 427 | GAMMA Investing#427 · 576 sh | 576 | $45.2K | — | 0.0% |
| 428 | Planning Strategies#428 · 560 sh | 560 | $43.9K | — | — |
| 429 | MARK SHEPTOFF FINANCIAL PLANNING#429 · 530 sh | 530 | $41.6K | 0.02% | 0.0% |
| 430 | Medallion Wealth Advisors#430 · 523 sh | 523 | $41.0K | 0.01% | 0.0% |
| 431 | SITTNER & NELSON#431 · 513 sh | 513 | $40.2K | 0.01% | 0.0% |
| 432 | Buck Wealth Strategies#432 · 510 sh | 510 | $40.0K | <0.01% | New |
| 433 | AdvisorNet Financial#433 · 500 sh | 500 | $39.2K | — | 0.0% |
| 434 | SRH ADVISORS#434 · 500 sh | 500 | $39.2K | — | 0.0% |
| 435 | Silver Grove Financial Group#435 · 489 sh | 489 | $38.4K | 0.02% | New |
| 436 | BROWN BROTHERS HARRIMAN#436 · 481 sh | 481 | $37.7K | <0.01% | 0.0% |
| 437 | Asset Dedication#437 · 462 sh | 462 | $36.2K | <0.01% | -41.3% |
| 438 | WealthCollab#438 · 460 sh | 460 | $36.1K | 0.01% | 0.0% |
| 439 | Cornerstone Planning Group#439 · 441 sh | 441 | $35.9K | — | 0.0% |
| 440 | First Bancorp#440 · 444 sh | 444 | $34.8K | — | New |
| 441 | DUNCKER STREETT#441 · 414 sh | 414 | $32.5K | <0.01% | 0.0% |
| 442 | Bank Julius Baer & Ltd, Zurich#442 · 406 sh | 406 | $31.9K | <0.01% | New |
| 443 | Cassaday & Wealth Management#443 · 400 sh | 400 | $31.4K | <0.01% | 0.0% |
| 444 | Clean Yield Group#444 · 380 sh | 380 | $29.8K | <0.01% | 0.0% |
| 445 | Dogwood Wealth Management#445 · 327 sh | 327 | $25.6K | 0.01% | 0.0% |
| 446 | Financial Gravity Companies, (FGCO)#446 · 317 sh | 317 | $24.9K | <0.01% | — |
| 447 | Bare Financial Services#447 · 269 sh | 269 | $21.1K | <0.01% | +74.7% |
| 448 | Strategic Investment Solutions#448 · 246 sh | 246 | $19.3K | <0.01% | 0.0% |
| 449 | OLD POINT & FINANCIAL SERVICES N A#449 · 244 sh | 244 | $19.1K | <0.01% | New |
| 450 | Geneos Wealth Management#450 · 241 sh | 241 | $18.9K | <0.01% | 0.0% |
| 451 | BFSG#451 · 225 sh | 225 | $17.6K | <0.01% | 0.0% |
| 452 | Hughes Financial Services#452 · 205 sh | 205 | $16.1K | <0.01% | 0.0% |
| 453 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#453 · 202 sh | 202 | $15.8K | <0.01% | 0.0% |
| 454 | SBI Securities , Ltd.#454 · 185 sh | 185 | $14.5K | — | 0.0% |
| 455 | Coston, McIsaac & Partners#455 · 183 sh | 183 | $14.0K | <0.01% | New |
| 456 | Kilter Group#456 · 174 sh | 174 | $13.6K | <0.01% | +383.3% |
| 457 | Washington Advisors#457 · 165 sh | 165 | $12.9K | — | 0.0% |
| 458 | Financial Management Professionals#458 · 164 sh | 164 | $12.9K | — | +13.9% |
| 459 | HAZLETT, BURT & WATSON#459 · 150 sh | 150 | $12.0K | <0.01% | 0.0% |
| 460 | True Wealth Design#460 · 137 sh | 137 | $10.7K | — | 0.0% |
| 461 | Ancora Advisors#461 · 135 sh | 135 | $10.6K | <0.01% | -52.3% |
| 462 | ZRC WEALTH MANAGEMENT#462 · 121 sh | 121 | $9.5K | — | New |
| 463 | TD PRIVATE CLIENT WEALTH#463 · 105 sh | 105 | $8.2K | <0.01% | +156.1% |
| 464 | Key FInancial#464 · 99 sh | 99 | $7.8K | <0.01% | 0.0% |
| 465 | Cornerstone Financial Management#465 · 98 sh | 98 | $7.7K | <0.01% | +553.3% |
| 466 | BARRETT & COMPANY#466 · 94 sh | 94 | $7.4K | — | 0.0% |
| 467 | ACTION POINT FINANCIAL PLANNING#467 · 86 sh | 86 | $6.7K | <0.01% | New |
| 468 | FINANCIAL CONSULATE#468 · 82 sh | 82 | $6.4K | — | +7.9% |
| 469 | Jones Collombin Investment Counsel#469 · 95 sh | 95 | $5.9K | <0.01% | 0.0% |
| 470 | Bell Investment Advisors#470 · 71 sh | 71 | $5.6K | <0.01% | -58.2% |
| 471 | Institute for Wealth Management#471 · 70 sh | 70 | $5.5K | <0.01% | New |
| 472 | CBIZ Investment Advisory Services#472 · 87 sh | 87 | $5.4K | <0.01% | 0.0% |
| 473 | HIGHLINE WEALTH PARTNERS#473 · 69 sh | 69 | $5.4K | — | 0.0% |
| 474 | BOK Financial Private Wealth#474 · 61 sh | 61 | $4.8K | <0.01% | New |
| 475 | JNBA Financial Advisors#475 · 53 sh | 53 | $4.2K | <0.01% | New |
| 476 | North Star Investment Management#476 · 47 sh | 47 | $3.7K | <0.01% | 0.0% |
| 477 | RAFFA WEALTH MANAGEMENT#477 · 41 sh | 41 | $3.2K | <0.01% | +64.0% |
| 478 | Caitong International Asset Management , Ltd#478 · 34 sh | 34 | $2.7K | <0.01% | -98.4% |
| 479 | Stone House Investment Management#479 · 26 sh | 26 | $2.0K | — | +62.5% |
| 480 | Penserra Capital Management#480 · 33 sh | 33 | $2.0K | 0.00% | 0.0% |
| 481 | FLAGSHIP WEALTH ADVISORS#481 · 25 sh | 25 | $2.0K | <0.01% | New |
| 482 | MV CAPITAL MANAGEMENT#482 · 23 sh | 23 | $1.8K | <0.01% | +109.1% |
| 483 | LRI Investments#483 · 23 sh | 23 | $1.8K | <0.01% | New |
| 484 | Physician Wealth Advisors#484 · 21 sh | 21 | $1.6K | — | New |
| 485 | CREATIVE FINANCIAL DESIGNS#485 · 20 sh | 20 | $1.6K | <0.01% | 0.0% |
| 486 | Nemes Rush Group#486 · 19 sh | 19 | $1.5K | <0.01% | 0.0% |
| 487 | Grove Bank#487 · 16 sh | 16 | $1.3K | — | 0.0% |
| 488 | Godfrey Financial Associates#488 · 13 sh | 13 | $1.0K | <0.01% | 0.0% |
| 489 | Steigerwald, Gordon & Koch#489 · 12 sh | 12 | $941.00 | <0.01% | 0.0% |
| 490 | Financial Network Wealth Advisors#490 · 7 sh | 7 | $549.00 | <0.01% | New |
| 491 | Transamerica Financial Advisors#491 · 7 sh | 7 | $548.00 | 0.00% | +600.0% |
| 492 | VICTORY CAPITAL MANAGEMENT#492 · 6 sh | 6 | $470.00 | 0.00% | 0.0% |
| 493 | Bogart Wealth#493 · 4 sh | 4 | $314.00 | 0.00% | 0.0% |
| 494 | Investors Portfolio Services#494 · 4 sh | 4 | $314.00 | <0.01% | 0.0% |
| 495 | Mascoma Wealth Management#495 · 1 sh | 1 | $76.00 | — | 0.0% |
| 496 | NOMURA ASSET MANAGEMENT LTD#496 · 0 sh | 0 | $0.00 | 0.00% | New |
| 497 | Oslo Pensjonsforsikring AS#497 · 0 sh | 0 | $0.00 | — | -100.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.