Sun Life Financial files Q2 Form 13F holdings report

Sun Life Financial Inc., as an institutional investment manager, filed a quarterly Form 13F combination report.

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.

Key Figures

Form 13F Information Table Entry Total: 47 Form 13F Information Table Value Total: 1,952,194 Number of Other Included Managers: 3 +1 more

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

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

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.

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

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Available on EDGAR 08/12/2026 - 09:08 AM Accepted by SEC EDGAR 08/12/2026 - 09:07 AM Learn about SEC filing dates

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: 06-30-2026

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	08-07-2026
[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:		47
	Form 13F Information Table Value Total:		1,952,194
			(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