SEC 13F Intelligence

Sun Life Financial Inc / XVV

Sun Life Financial Inc’s Ishares Tr Position

Does Sun Life Financial Inc own Ishares Tr (XVV)? Yes — 823.0K shares worth $41M (+2.30% of its 13F portfolio) as of Q1 2026.

Position Value
$41M
Q1 2026
Shares
823.0K
% of Portfolio
+2.30%
Quarters Held
21
currently held

Position History XVV

Reported value by quarter
Q1 ’21: $21MQ1 ’21Q2 ’21: $58MQ3 ’21: $103MQ4 ’21: $340MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $22MQ3 ’22Q4 ’22: $23MQ1 ’23: $25MQ2 ’23: $28MQ2 ’23Q3 ’23: $27MQ4 ’23: $30MQ1 ’24: $33MQ1 ’24Q2 ’24: $35MQ3 ’24: $36MQ4 ’24: $37MQ4 ’24Q1 ’25: $35MQ2 ’25: $39MQ3 ’25: $42MQ3 ’25Q4 ’25: $43MQ1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026823.0K$41M+2.30%
Q4 2025823.0K$43M+2.28%
Q3 2025823.0K$42M+2.16%
Q2 2025823.0K$39M+2.15%
Q1 2025823.0K$35M+2.23%
Q4 2024823.0K$37M+2.08%
Q3 2024823.0K$36M+2.03%
Q2 2024823.0K$35M+2.07%
Q1 2024823.0K$33M+2.09%
Q4 2023823.0K$30M+1.81%
Q3 2023823.0K$27M+1.97%
Q2 2023823.0K$28M+1.70%
Q1 2023823.0K$25M+1.80%
Q4 2022823.0K$23M+1.79%
Q3 2022823.0K$22M+1.77%
Q2 2022823.0K$23M+1.76%
Q1 2022823.0K$28M+1.31%
Q4 20219.27M$340M+12.63%
Q3 20213.12M$103M+5.92%
Q2 20211.75M$58M+2.91%
Q1 2021675.3K$21M+1.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of XVV.