Sun Life Financial Inc

Steward Partners Investment Advisory, LLC SLF

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/12/2026

Shares

5,958

Value ($000)

372

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/12/2026	372	0.0%	5,958	12/31/2025
2025 Q3	11/12/2025	293	0.0%	4,876	9/30/2025
2025 Q2	8/12/2025	220	0.0%	3,305	6/30/2025
2025 Q1	5/13/2025	195	0.0%	3,403	3/31/2025
2024 Q4	2/6/2025	190	0.0%	3,203	12/31/2024
2024 Q3	11/14/2024	186	0.0%	3,203	9/30/2024
2024 Q2	8/8/2024	152	0.0%	3,107	6/30/2024
2024 Q1	5/15/2024	157	0.0%	2,883	3/31/2024
2023 Q4	2/12/2024	150	0.0%	2,883	12/31/2023
2023 Q3	11/13/2023	141	0.0%	2,883	9/30/2023
2023 Q2	8/14/2023	125	0.0%	2,392	6/30/2023
2023 Q1	5/15/2023	152	0.0%	3,249	3/31/2023
2022 Q4	2/15/2023	65	0.0%	1,392	12/31/2022
2022 Q3	11/10/2022	56	0.0%	1,401	9/30/2022
2022 Q2	8/4/2022	65	0.0%	1,414	6/30/2022
2022 Q1	5/2/2022	85	0.0%	1,523	3/31/2022
2021 Q4	2/8/2022	78	0.0%	1,392	12/31/2021
2021 Q3	11/12/2021	72	0.0%	1,392	9/30/2021
2021 Q2	8/13/2021	72	0.0%	1,392	6/30/2021
2021 Q1	5/14/2021	115	0.0%	2,267	3/31/2021
2020 Q4	2/11/2021	62	0.0%	1,392	12/31/2020
2020 Q3	10/30/2020	57	0.0%	1,392	9/30/2020
2020 Q2	8/6/2020	59	0.0%	1,592	6/30/2020
2020 Q1	4/29/2020	51	0.0%	1,592	3/31/2020
2019 Q4	1/17/2020	72	0.0%	1,592	12/31/2019