Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
AKTIENPREIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership6,126 shares
Latest Disclosed Value $ 383,259
Cwm, Llc reports 14.12% decrease in ownership of SLF / Sun Life Financial Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 6,126 shares of Sun Life Financial Inc. (CA:SLF) valued at $533,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,133 shares of Sun Life Financial Inc.. The current value of the position is $616,643 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,126 -1,007 -14.12 383 0.0010
2026-01-26 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 7,133 -1,453 -16.92 0 0.0012
2025-10-15 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 8,586 2,166 33.74 1 0.0015
2025-07-25 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,420 1,396 27.79 0 0.0015
2025-05-01 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 5,024 8 0.16 0 0.0011
2025-02-04 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,016 15 0.30 0 0.0012
2024-10-08 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 5,001 -1,312 -20.78 0 0.0012
2024-07-10 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,313 1,681 36.29 0 0.0015
2024-04-05 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 4,632 77 1.69 0 0.0012
2024-02-01 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 4,555 -1,329 -22.59 0 0.0013
2023-10-11 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 5,884 643 12.27 0 0.0018
2023-08-03 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,241 -848 -13.93 0 0.0017
2023-05-01 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,089 -18 -0.29 0 0.0019
2023-02-01 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,107 -117 -1.88 0 -100.00 0.0021
2022-10-27 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,224 1,112 21.75 247 5.56 0.0020
2022-07-28 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,112 -483 -8.63 234 -25.00 0.0018
2022-04-21 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 5,595 299 5.65 312 5.76 0.0022
2022-01-31 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,296 1,688 46.78 295 58.60 0.0021
2021-09-15 2021-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2021-07-29 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 3,608 0 186 0.0015
2021-09-15 2021-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2021-04-27 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,608 0 182 0.0016
2021-09-15 2020-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2021-01-27 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 4,108 500 183 0.0017
2021-09-15 2020-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2020-10-19 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 4,108 500 167 0.0019
2021-09-15 2020-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2020-07-22 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 2,883 -725 106 0.0013
2021-09-15 2020-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2020-04-28 2020-03-31 13F SUN LIFE FINL COM 866796105 1,358 -2,250 44 0.0007
2021-09-14 2019-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2020-01-27 2019-12-31 13F SUN LIFE FINL COM 866796105 2,561 -1,047 117 0.0015
2021-09-14 2019-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2019-10-22 2019-09-30 13F SUN LIFE FINL COM 866796105 1,680 -1,928 75 0.0011
2021-09-14 2019-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 0 0.00 186 0.00 0.0015
2019-07-31 2019-06-30 13F SUN LIFE FINL COM 866796105 665 -2,943 28 0.0005
2021-09-02 2019-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,608 2,909 416.17 186 708.70 0.0015
2019-04-22 2019-03-31 13F SUN LIFE FINL COM 866796105 728 29 28 0.0006
2019-01-25 2018-12-31 13F SUN LIFE FINL COM 866796105 699 199 39.80 23 15.00 0.0006
2018-10-29 2018-09-30 13F SUN LIFE FINL COM 866796105 500 -48 -8.76 20 -9.09 0.0005
2018-07-31 2018-06-30 13F SUN LIFE FINL COM 866796105 548 48 9.60 22 4.76 0.0007
2018-04-26 2018-03-31 13F SUN LIFE FINL COM 866796105 500 0 0.00 21 0.00 0.0008
2018-01-16 2017-12-31 13F SUN LIFE FINL COM 866796105 500 0 0.00 21 5.00 0.0009
2017-10-16 2017-09-30 13F SUN LIFE FINL COM 866796105 500 0 0.00 20 11.11 0.0009
2017-07-17 2017-06-30 13F SUN LIFE FINL COM 866796105 500 0 0.00 18 0.00 0.0009
2017-04-17 2017-03-31 13F SUN LIFE FINL COM 866796105 500 0 0.00 18 -5.26 0.0010
2017-01-19 2016-12-31 13F SUN LIFE FINL COM 866796105 500 0 0.00 19 18.75 0.0012
2016-10-17 2016-09-30 13F SUN LIFE FINL COM 866796105 500 500 16 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.