Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
101,42 CA$ ↑1,21 (1,21%)
2026-06-04
AKTIENPREIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership53,864 shares
Latest Disclosed Value $ 3,369,511
Stifel Financial Corp reports 0.74% increase in ownership of SLF / Sun Life Financial Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 53,864 shares of Sun Life Financial Inc. (CA:SLF) valued at $4,694,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 53,469 shares of Sun Life Financial Inc.. This represents a change in shares of 0.74% during the quarter. The current value of the position is $5,462,887 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 53,864 395 0.74 3,370 0.99 0.0031
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 53,469 -14,867 -21.76 3,337 -18.67 0.0030
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 68,336 1,661 2.49 4,102 -7.40 0.0037
2025-08-14 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 66,675 117 0.18 4,431 16.24 0.0043
2025-05-14 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 66,558 3,318 5.25 3,811 1.57 0.0041
2025-02-13 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 63,240 18,263 40.61 3,753 43.81 0.0039
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 44,977 722 1.63 2,610 20.34 0.0027
2024-08-13 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 44,255 3,001 7.27 2,168 -3.69 0.0024
2024-05-14 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 41,254 2,830 7.37 2,252 13.00 0.0026
2024-02-12 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 38,424 2,649 7.40 1,993 14.15 0.0025
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 35,775 13,219 58.61 1,746 48.51 0.0025
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 22,556 383 1.73 1,176 13.53 0.0016
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 22,173 702 3.27 1,035 3.92 0.0015
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,471 -671 -3.03 997 13.18 0.0015
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 22,142 386 1.77 880 -11.65 0.0014
2022-08-15 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 21,756 356 1.66 996 -16.65 0.0016
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 21,400 15,815 283.17 1,195 284.24 0.0016
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,585 834 17.55 311 27.46 0.0004
2021-11-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 4,751 99 2.13 244 1.67 0.0004
2021-08-13 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 4,652 -162 -3.37 240 -1.23 0.0004
2021-05-14 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 4,814 4,814 243 0.0004
2021-02-12 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 0 -5,758 -100.00 0 -100.00
2020-11-16 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 5,758 -63 -1.08 235 9.81 0.0005
2020-08-14 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,821 5,821 214 0.0005
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 0 -6,023 -100.00 0 -100.00
2020-02-13 2019-12-31 13F SUN LIFE FINL COM 866796105 6,023 243 4.20 278 7.75 0.0006
2019-11-19 2019-09-30 13F/A-1 SUN LIFE FINL COM 866796105 5,780 -360 -5.86 258 2.38 0.0007
2019-11-13 2019-09-30 13F SUN LIFE FINL COM 866796105 5,780 -360 258 144.6219
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 6,140 -231,550 -97.42 252 -97.23 0.0006
2019-05-14 2019-03-31 13F SUN LIFE FINL COM 866796105 237,690 16,858 7.63 9,089 24.01 0.0257
2019-02-13 2018-12-31 13F SUN LIFE FINL COM 866796105 220,832 -28,143 -11.30 7,329 -25.83 0.0237
2018-11-13 2018-09-30 13F SUN LIFE FINL COM 866796105 248,975 296 0.12 9,882 -0.73 0.0283
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 248,679 18,288 7.94 9,955 5.02 0.0305
2018-05-11 2018-03-31 13F SUN LIFE FINL COM 866796105 230,391 14,773 6.85 9,479 6.76 0.0299
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 215,618 209,564 3,461.58 8,879 3,584.23 0.0282
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 6,054 -6 -0.10 241 11.57 0.0008
2017-08-14 2017-06-30 13F SUN LIFE FINL COM 866796105 6,060 249 4.28 216 3.35 0.0008
2017-05-10 2017-03-31 13F SUN LIFE FINL COM 866796105 5,811 102 1.79 209 -4.57 0.0008
2017-02-16 2016-12-31 13F SUN LIFE FINL COM 866796105 5,709 5,709 219 0.0009
2014-11-13 2014-09-30 13F SUN LIFE FINL COM 866796105 0 -7,777 -100.00 0 -100.00
2014-08-14 2014-06-30 13F SUN LIFE FINL COM 866796105 7,777 162 2.13 285 7.95 0.0026
2014-05-15 2014-03-31 13F SUN LIFE FINL COM 866796105 7,615 7,615 264 0.0025
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.