Sun Life Financial
Sun Life Financial reported 44 stocks worth $2M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (23.0%), SNPE (16.9%) and IVV (16.6%). Compared with Q1 2026, the fund opened new positions in RECS, added to SNPE, QQQ and INDA, trimmed SPY, VOO and EWT and sold out of RSP and SEAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $448K | 23.0% | 601K | −4,419 (−1%) | 8 of 8 | |
| 2 |  SNPE Dbx ETF TR | $329K | 16.9% | 4.8M | +75K (+2%) | 5 of 8 | |
| 3 |  IVV Ishares TR | $324K | 16.6% | 432K | No change | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $319K | 16.4% | 465K | −3,362 (−1%) | 8 of 8 | |
| 5 |  EWT Ishares Inc | $146K | 7.5% | 1.3M | −311K (−19%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $91K | 4.7% | 124K | +16K (+15%) | 8 of 8 | |
| 7 |  LODI ETF Ser Solutions | $50K | 2.6% | 2M | No change | 7 of 8 | |
| 8 |  CLOC ETF Ser Solutions | $50K | 2.6% | 2M | No change | 3 of 8 | |
| 9 |  XVV Ishares Esg Select Screened S&P 500 ETF | $25K | 1.3% | 442K | −381K (−46%) | 8 of 8 | |
| 10 |  CCAP Crescent Cap Bdc Inc | $24K | 1.3% | 2.2M | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sun Life Financial 13F FAQ
What does Sun Life Financial own?
Sun Life Financial reported 44 stocks worth $2M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (23.0%), SNPE (16.9%) and IVV (16.6%). The table above lists every position in the filing (the top 10 without an account).
What did Sun Life Financial buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 8 added to, 13 trimmed and 2 sold out. New positions include RECS. It sold all of RSP and SEAT.
When will Sun Life Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sun Life Financial's portfolio worth?
The Q2 2026 filing reports $2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.