Back to 13F data
Q1 2026
SUN LIFE FINANCIAL INC.
Original CUSIPs: 866796105. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
1
Combined value
$15.7M
Current managers
1
Calculated from each manager’s latest available 13F.
Total shares
250,635
Aggregated at company level with original CUSIP details preserved.
Combined value
$15.7M
Market values are added across managers reporting the same quarter.
Themes
Financials
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|---|---|---|---|---|---|---|---|
| Bridgewater Associates Ray Dalio / Bridgewater | Q1 2026 | $15,651,779 | 250,635 | 0.07% | Reduced -18.24% | -55,928 | -$3,510,226 | XML 05/15/2026 |
Original CUSIP details
| Manager | Issuer | CUSIP | Security class | Market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Bridgewater Associates | SUN LIFE FINANCIAL INC. | 866796105 | COM | $15,651,779 | 250,635 | 0.07% | SEC XML |
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $21,761,142 | 327,702 | Bridgewater Associates New position |
| Q3 2025 | 1 | $19,006,259 | 316,445 | Bridgewater Associates Reduced |
| Q4 2025 | 1 | $19,162,005 | 306,563 | Bridgewater Associates Reduced |
| Q1 2026 | 1 | $15,651,779 | 250,635 | Bridgewater Associates Reduced |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.