Current Market Value 1,828,541
Current Holdings 37
Most Recent File Date 2025-08-13
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sun Life Financial Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 37 1,829
2025-05-08 2025-03-31 13F-HR 33 1,580
2025-02-13 2024-12-31 13F-HR 35 1,793
2024-10-24 2024-09-30 13F-HR 33 1,792
2024-08-12 2024-06-30 13F-HR 29 1,672
2024-05-07 2024-03-31 13F-HR 32 1,590
2024-02-22 2023-12-31 13F-HR/A 1 R 24 1,655
2024-02-07 2023-12-31 13F-HR 24 14,524
2023-11-14 2023-09-30 13F-HR 24 1,358
2023-08-11 2023-06-30 13F-HR 33 1,635,065
2023-05-11 2023-03-31 13F-HR 69 1,410,274
2023-02-14 2022-12-31 13F-HR 70 1,306,554
2022-11-14 2022-09-30 13F-HR 70 1,247,918
2022-08-15 2022-06-30 13F-HR 71 1,326,320
2022-05-12 2022-03-31 13F-HR 88 2,164,402
2022-02-11 2021-12-31 13F-HR 95 2,694,727
2021-11-12 2021-09-30 13F-HR 81 1,747,877
2021-08-10 2021-06-30 13F-HR 81 1,983,811
2021-05-12 2021-03-31 13F-HR 517 1,157,948
2021-02-11 2020-12-31 13F-HR 510 762,311
2020-11-09 2020-09-30 13F-HR 513 627,329
2020-08-12 2020-06-30 13F-HR 470 514,515
2020-05-12 2020-03-31 13F-HR 466 396,983
2020-02-10 2019-12-31 13F-HR 466 374,187
2019-11-13 2019-09-30 13F-HR 614 388,407
2019-08-08 2019-06-30 13F-HR 608 397,695
2019-05-14 2019-03-31 13F-HR 609 452,899
2019-02-06 2018-12-31 13F-HR 613 473,957
2018-11-13 2018-09-30 13F-HR 621 551,357
2018-08-09 2018-06-30 13F-HR 628 701,847
2018-05-14 2018-03-31 13F-HR 487 11,192,776
2018-02-13 2017-12-31 13F-HR 492 976,543
2017-11-13 2017-09-30 13F-HR 515 1,011,403
2017-08-14 2017-06-30 13F-HR 538 933,851
2017-05-11 2017-03-31 13F-HR 550 45,621,759
2017-02-08 2016-12-31 13F-HR 501 8,941,118
2016-11-10 2016-09-30 13F-HR 0 0
2016-08-10 2016-06-30 13F-HR 123 846,442
2016-05-13 2016-03-31 13F-HR 157 51,474,701
2016-02-16 2015-12-31 13F-HR 108 731,112
2015-11-13 2015-09-30 13F-HR 83 468,205
2015-08-14 2015-06-30 13F-HR 89 939,288
2015-05-15 2015-03-31 13F-HR 90 965,447
2015-02-17 2014-12-31 13F-HR 89 954,066
2014-11-14 2014-09-30 13F-HR 87 952,810
2014-08-13 2014-06-30 13F-HR 92 964,604
2014-05-15 2014-03-31 13F-HR 98 998,361
2014-02-14 2013-12-31 13F-HR 104 1,130,997
2013-11-14 2013-09-30 13F-HR 105 1,117,212
2013-08-14 2013-06-30 13F-HR 98 1,186,737