Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
AKTIENPREIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership5,506 shares
Latest Disclosed Value $ 344,455
Pinnacle Associates Ltd reports 0.42% increase in ownership of SLF / Sun Life Financial Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 5,506 shares of Sun Life Financial Inc. (CA:SLF) valued at $479,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,483 shares of Sun Life Financial Inc.. This represents a change in shares of 0.42% during the quarter. The current value of the position is $554,234 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)
2026-04-21 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 5,506 23 0.42 344 0.58 0.0044
2026-02-05 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,483 0 0.00 342 3.95 0.0043
2025-11-13 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 5,483 -175 -3.09 329 -12.27 0.0044
2025-08-04 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,658 0 0.00 376 16.10 0.0054
2025-05-06 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 5,658 0 0.00 324 -3.58 0.0047
2025-02-14 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,658 -495 -8.04 336 5.02 0.0046
2024-10-25 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 319 5.98 0.0054
2024-07-30 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 -13 -0.21 301 -10.42 0.0047
2024-04-26 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,166 13 0.21 337 5.33 0.0053
2024-01-19 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 319 6.33 0.0054
2023-10-24 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 300 -6.25 0.0056
2023-07-27 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 321 11.50 0.0056
2023-05-05 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 287 0.70 0.0059
2023-02-01 2022-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 286 16.33 0.0062
2023-01-25 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 288 0.0000
2022-11-01 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 245 -13.12 0.0056
2022-08-02 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 282 -18.02 0.0061
2022-05-05 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 344 0.29 0.0061
2022-02-02 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 343 8.20 0.0059
2021-10-19 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 317 0.00 0.0058
2021-08-02 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 317 1.93 0.0057
2021-05-12 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 311 13.50 0.0059
2021-01-26 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 274 9.16 0.0056
2020-10-23 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 0 0.00 251 11.06 0.0060
2020-08-14 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,153 6,153 226 0.0056
2020-05-13 2020-03-31 13F SUN LIFE FINL COM 866796105 0 -6,153 -100.00 0 -100.00
2020-02-03 2019-12-31 13F SUN LIFE FINL COM 866796105 6,153 0 0.00 280 1.45 0.0061
2019-11-08 2019-09-30 13F SUN LIFE FINL COM 866796105 6,153 0 0.00 276 8.66 0.0065
2019-08-05 2019-06-30 13F SUN LIFE FINL COM 866796105 6,153 0 0.00 254 7.63 0.0059
2019-05-10 2019-03-31 13F SUN LIFE FINL COM 866796105 6,153 0 0.00 236 15.69 0.0053
2019-02-05 2018-12-31 13F SUN LIFE FINL COM 866796105 6,153 0 0.00 204 -16.73 0.0053
2018-11-09 2018-09-30 13F SUN LIFE FINL COM 866796105 6,153 495 8.75 245 7.93 0.0051
2018-08-08 2018-06-30 13F SUN LIFE FINL COM 866796105 5,658 0 0.00 227 -2.58 0.0047
2018-05-11 2018-03-31 13F SUN LIFE FINL COM 866796105 5,658 0 0.00 233 -0.43 0.0046
2018-02-12 2017-12-31 13F SUN LIFE FINL COM 866796105 5,658 0 0.00 234 4.00 0.0045
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 5,658 5,658 225 0.0041
2017-08-09 2017-06-30 13F SUN LIFE FINL COM 866796105 0 -5,483 -100.00 0 -100.00
2017-05-09 2017-03-31 13F SUN LIFE FINL COM 866796105 5,483 -62,364 -91.92 200 -92.33 0.0038
2017-02-10 2016-12-31 13F SUN LIFE FINL COM 866796105 67,847 -1,400 -2.02 2,606 15.67 0.0526
2016-11-14 2016-09-30 13F SUN LIFE FINL COM 866796105 69,247 -1,750 -2.46 2,253 -3.35 0.0452
2016-08-15 2016-06-30 13F SUN LIFE FINL COM 866796105 70,997 -1,675 -2.30 2,331 -0.60 0.0502
2016-05-13 2016-03-31 13F SUN LIFE FINL COM 866796105 72,672 -715 -0.97 2,345 2.40 0.0502
2016-02-11 2015-12-31 13F/A-1 SUN LIFE FINL COM 866796105 73,387 0 0.00 2,290 -3.25 0.0480
2016-02-09 2015-12-31 13F SUN LIFE FINL COM 866796105 73,387 0 2,290 0.0489
2015-11-10 2015-09-30 13F SUN LIFE FINL COM 866796105 73,387 -1,460 -1.95 2,367 -5.32 0.0524
2015-08-12 2015-06-30 13F SUN LIFE FINL COM 866796105 74,847 -1,920 -2.50 2,500 5.66 0.0464
2015-05-15 2015-03-31 13F Sun Life Finl Svcs Cda Com COM 866796105 76,767 -2,735 -3.44 2,366 -17.47 0.0441
2015-02-12 2014-12-31 13F Sun Life Finl Svcs Cda Com COM 866796105 79,502 0 0.00 2,867 -0.59 0.0562
2014-11-12 2014-09-30 13F Sun Life Finl Svcs Cda Com COM 866796105 79,502 -150 -0.19 2,884 -1.37 0.0587
2014-08-14 2014-06-30 13F Sun Life Finl Svcs Cda Com COM 866796105 79,652 -1,410 -1.74 2,924 4.17 0.0571
2014-05-14 2014-03-31 13F Sun Life Finl Svcs Cda Com COM 866796105 81,062 0 0.00 2,807 -1.99 0.0547
2014-02-12 2013-12-31 13F Sun Life Finl Svcs Cda Com COM 866796105 81,062 -3,071 -3.65 2,864 6.47 0.0559
2013-11-14 2013-09-30 13F Sun Life Finl Svcs Cda Com COM 866796105 84,133 -2,500 -2.89 2,690 4.83 0.0557
2013-08-13 2013-06-30 13F Sun Life Finl Svcs Cda Com COM 866796105 86,633 86,633 2,566 0.0577
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.