Sun Life reports $1.76M in institutional holdings (13F)

Sun Life Financial filed a Form 13F disclosing institutional holdings on behalf of its investment management entities.

Accepted by SEC EDGAR 05/14/2026 - 10:00 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Sun Life Financial filed a Form 13F disclosing institutional holdings on behalf of its investment management entities. The filing reports 48 positions with a total reported market value of $1,761,356 and lists 3 other included managers. The report is a 13F Combination Report.

Key Figures

Form type: 13F Combination Report Positions reported: 48 positions Reported market value: $1,761,356 +1 more

4 metrics

Form type 13F Combination Report cover page

Positions reported 48 positions Form 13F Information Table Entry Total

Reported market value $1,761,356 Form 13F Information Table Value Total

Other included managers 3 managers Form 13F Summary Page

Key Terms

Form 13F, Form 13F Information Table Value Total, 13F Combination Report

3 terms

Form 13F regulatory

"The filing is identified as a Form 13F Combination Report"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Form 13F Information Table Value Total financial

"Form 13F Information Table Value Total: 1,761,356 (round to nearest dollar)"

13F Combination Report regulatory

"13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Sun Life's Form 13F (SLF) disclose?

The Form 13F lists institutional equity holdings managed by Sun Life entities, showing 48 positions and a total value of $1,761,356. It is a 13F Combination Report covering a portion of the manager's holdings.

How many managers are included in Sun Life's 13F filing for SLF?

The filing identifies 3 other included managers alongside the reporting manager. Those entities include Sun Life Capital Management (U.S.) LLC and Crescent Capital Group LP as listed on the cover page.

Does the 13F filing show trade details or transactions for SLF?

No. Form 13F reports end-of-period equity holdings and market values, not trade-by-trade activity. The filing lists positions and values rather than execution dates or transaction prices.

What is the reported total value in Sun Life's 13F and how is it presented?

The filing shows a Form 13F Information Table Value Total of $1,761,356, rounded to the nearest dollar. This figure represents the reported market value of the disclosed positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	SUN LIFE FINANCIAL INC
Address:	Sun Life Assurance CO of Canada
	One York Street
	Toronto, A6 M5J 0B6
Form 13F File Number:	028-05799
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Randolph Brown
Title:		CIO, Sun Life
Phone:		781-416-2297
Signature, Place, and Date of Signing:
Randolph Brown			Wellesley Hills, MA	05-08-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		MASSACHUSETTS FINANCIAL SERVICES CO /MA/	028-04968			0000912938

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		3
	Form 13F Information Table Entry Total:		48
	Form 13F Information Table Value Total:		1,761,356
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC	028-12046			0001381133
	2	Sun Life Assurance Co of Canada	028-12047			0001381352
	3	Crescent Capital Group LP	028-15882			0001513857