SLF — Sun Life Financial Inc. Institutional Holders · Q3 2026
Who owns Sun Life Financial Inc. (SLF)? 14 institutions reported holding $15.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($12.7M), Plan A Wealth LLC ($826,638), Davidson Trust Co ($497,683).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mn Services Vermogensbeheer B.V. | $12.7M | 162,293 | Hold |
| 2 | Plan A Wealth LLC | $826,638 | 10,602 | Added |
| 3 | DAVIDSON TRUST CO | $497,683 | 6,383 | Hold |
| 4 | Versant Capital Management, Inc | $396,633 | 5,087 | Added |
| 5 | Pathway Financial Advisors LLC | $338,312 | 4,339 | Hold |
| 6 | CoreCap Advisors, LLC | $106,663 | 1,368 | Hold |
| 7 | Pacifica Partners Inc. | $102,082 | 1,328 | Hold |
| 8 | Farther Finance Advisors, LLC | $98,480 | 1,263 | Added |
| 9 | CX Institutional | $92,000 | 1,184 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $81,089 | 1,040 | Trimmed |
| 11 | GAMMA Investing LLC | $44,911 | 576 | Hold |
| 12 | Planning Strategies Inc. | $43,663 | 560 | Hold |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $9,435 | 121 | Hold |
| 14 | Grove Bank & Trust | $1,248 | 16 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30