DOSSIER · 13F Holders · Q2 2026

SUN LIFE FINANCIAL INC.

4 institutions still hold SUN LIFE FINANCIAL INC. as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 866796955·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9M
visible holders
Holders
4
filers reporting
Concentration
86.74%
NATIONAL BANK OF CANADA /FI/ #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported SUN LIFE FINANCIAL INC. in Q2 2026. NATIONAL BANK OF CANADA /FI/ leads at 86.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$8M9930.01%Q2 2026
02
IMC-Chicago, LLC
CIK 0001452861· Market maker
$925K12K0.00%Q2 2026
03
SIMPLEX TRADING, LLC
CIK 0001488542
$267K3K0.00%Q2 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025