Sun Life Financial (SLF) files Form 13F, reporting $1,952,194 in equity holdings
Rhea-AI Filing Summary
Sun Life Financial Inc., as an institutional investment manager, filed a quarterly Form 13F combination report. The filing covers holdings managed directly by Sun Life and by other managers, with 47 reportable positions in the information table and an aggregate reported value of $1,952,194 (round to nearest dollar). The report lists 3 other included managers, including Sun Life Capital Management (U.S.) LLC, Sun Life Assurance Co. of Canada, and Crescent Capital Group LP, and identifies Massachusetts Financial Services Co. as another reporting manager.
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Key Figures
Form 13F Information Table Entry Total: 47
Form 13F Information Table Value Total: 1,952,194
Number of Other Included Managers: 3
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4 metrics
Form 13F Information Table Entry Total
47
Number of reportable positions in the Form 13F information table
Form 13F Information Table Value Total
1,952,194
Aggregate value of reportable holdings, rounded to nearest dollar
Number of Other Included Managers
3
Other institutional managers included in this combination report
Filing Date
08-07-2026
Date signed by CIO Randolph Brown
Key Terms
Form 13F, Institutional Investment Manager, 13F COMBINATION REPORT, Other Included Managers
4 terms
Form 13F regulatory
"Form 13F Summary Page --------------------- | Report Summary"
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.
Institutional Investment Manager regulatory
"Institutional Investment Manager Filing this Report Name:"
13F COMBINATION REPORT regulatory
"X | 13F COMBINATION REPORT. (Check here if a portion of the holdings"
Other Included Managers regulatory
"List of Other Included Managers Provide a numbered list of the name(s)"
FAQ
What does Sun Life Financial (SLF) report in this Form 13F filing?
Sun Life Financial reports its status as an institutional investment manager, filing a Form 13F combination report that covers certain equity investment holdings managed directly and through other managers.
How many positions are disclosed in Sun Life Financial's (SLF) Form 13F table?
The Form 13F information table for Sun Life Financial includes 47 reportable entries. These represent the equity securities that meet SEC reporting thresholds for institutional investment managers this quarter.
What is the total reported value in Sun Life Financial's (SLF) Form 13F?
The Form 13F information table value total is $1,952,194, rounded to the nearest dollar. This figure aggregates the reported market values of Sun Life’s 13F-reportable holdings for the period.
What type of Form 13F report did Sun Life Financial (SLF) file?
Sun Life Financial filed a 13F Combination Report. This means a portion of its reportable holdings are included here, while other portions are reported by additional institutional managers.
How many other managers are included in Sun Life Financial’s (SLF) Form 13F report?
The summary lists 3 other included managers: Sun Life Capital Management (U.S.) LLC, Sun Life Assurance Co. of Canada, and Crescent Capital Group LP, which share responsibility for certain reported holdings.
Who signed the Form 13F on behalf of Sun Life Financial (SLF)?
The report is signed by Randolph Brown, CIO of Sun Life, from Wellesley Hills, MA, dated 08-07-2026, certifying the accuracy and completeness of the information submitted.
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