15 institutions reported holding $17.4M of SUN LIFE FINANCIAL INC. (SLF) in SEC 13F filings for 2026-06-30. Largest institutional holders: PensionDanmark Pensionsforsikringsaktieselskab ($12.6M), Assenagon Asset Management S.A. ($2.0M), Hilltop National Bank ($1.3M), Versant Capital Management, Inc ($376,965), Pathway Financial Advisors LLC ($345,601). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $12.6M | 160,789 | New |
| 2 | Assenagon Asset Management S.A. | $2.0M | 25,609 | Added |
| 3 | Hilltop National Bank | $1.3M | 16,577 | Hold |
| 4 | Versant Capital Management, Inc | $376,965 | 4,807 | Added |
| 5 | Pathway Financial Advisors LLC | $345,601 | 4,339 | Hold |
| 6 | Vigilare Wealth Management | $201,539 | 2,570 | New |
| 7 | MassMutual Private Wealth & Trust, FSB | $158,173 | 2,017 | Added |
| 8 | CoreCap Advisors, LLC | $107,279 | 1,368 | Added |
| 9 | CX Institutional | $93,000 | 1,184 | Hold |
| 10 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $82,341 | 1,050 | Hold |
| 11 | GAMMA Investing LLC | $45,170 | 576 | Hold |
| 12 | Dogwood Wealth Management LLC | $25,643 | 327 | Hold |
| 13 | Strategic Investment Solutions, Inc. /IL | $19,291 | 246 | Hold |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $9,489 | 121 | New |
| 15 | Grove Bank & Trust | $1,255 | 16 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30