Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership9,095 shares
Latest Disclosed Value $ 568,983
Fifth Third Bancorp reports 0.56% decrease in ownership of SLF / Sun Life Financial Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 9,095 shares of Sun Life Financial Inc. (US:SLF) valued at $568,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,146 shares of Sun Life Financial Inc.. This represents a change in shares of -0.56% during the quarter. The current value of the position is $655,840 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)
2026-05-01 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 9,095 -51 -0.56 569 -0.35 0.0010
2026-02-02 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 9,146 -840 -8.41 571 -4.84 0.0018
2025-11-07 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 9,986 -812 -7.52 599 -16.46 0.0019
2025-07-15 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,798 149 1.40 718 17.73 0.0025
2025-04-15 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 10,649 252 2.42 610 -1.14 0.0023
2025-01-21 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,397 -3,940 -27.48 617 -25.87 0.0022
2024-10-17 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,337 3,614 33.70 832 58.29 0.0030
2024-07-22 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,723 -351 -3.17 525 -13.08 0.0020
2024-04-23 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 11,074 -1,271 -10.30 604 -5.62 0.0024
2024-01-19 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,345 -352 -2.77 640 3.39 0.0027
2023-10-31 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 12,697 -249 -1.92 620 -8.16 0.0029
2023-07-26 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 12,946 2,257 21.12 675 35.07 0.0030
2023-04-24 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 10,689 -1,610 -13.09 499 -12.46 0.0023
2023-01-25 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,299 -235 -1.87 571 14.46 0.0027
2022-10-25 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 12,534 3,641 40.94 498 22.36 0.0026
2022-08-04 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 8,893 -3,045 -25.51 407 -38.89 0.0020
2022-04-19 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 11,938 2,539 27.01 666 27.34 0.0027
2022-02-01 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 9,399 -978 -9.42 523 -2.06 0.0020
2021-10-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,377 1,609 18.35 534 18.14 0.0023
2021-08-06 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 8,768 -2,949 -25.17 452 -23.65 0.0020
2021-05-07 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 11,717 933 8.65 592 23.59 0.0027
2021-02-16 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,784 -296 -2.67 479 6.21 0.0024
2020-11-09 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 11,080 -316 -2.77 451 7.64 0.0025
2020-08-05 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 11,396 248 2.22 419 17.04 0.0025
2020-05-05 2020-03-31 13F SUN LIFE FINL COM 866796105 11,148 632 6.01 358 -25.26 0.0026
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 10,516 155 1.50 479 3.23 0.0027
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 10,361 857 9.02 464 18.07 0.0028
2019-08-07 2019-06-30 13F SUN LIFE FINL COM 866796105 9,504 381 4.18 393 12.29 0.0024
2019-05-14 2019-03-31 13F SUN LIFE FINL COM 866796105 9,123 -2,105 -18.75 350 -6.17 0.0022
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 11,228 -698 -5.85 373 -21.31 0.0027
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 11,926 -359 -2.92 474 -3.85 0.0030
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 12,285 -31 -0.25 493 -2.57 0.0033
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 12,316 -65 -0.52 506 -0.98 0.0034
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 12,381 54 0.44 511 4.07 0.0035
2017-11-14 2017-09-30 13F SUN LIFE FINL COM 866796105 12,327 1,232 11.10 491 23.68 0.0035
2017-08-11 2017-06-30 13F SUN LIFE FINL COM 866796105 11,095 -1,657 -12.99 397 -14.81 0.0029
2017-05-12 2017-03-31 13F SUN LIFE FINL COM 866796105 12,752 -5,700 -30.89 466 -34.27 0.0035
2017-02-13 2016-12-31 13F/A-1 SUN LIFE FINL COM 866796105 18,452 -3,310 -15.21 709 0.14 0.0057
2017-02-09 2016-12-31 13F SUN LIFE FINL COM 866796105 21,762 0 708 0.0059
2016-11-10 2016-09-30 13F SUN LIFE FINL COM 866796105 21,762 -4,097 -15.84 708 -16.61 0.0059
2016-08-11 2016-06-30 13F SUN LIFE FINL COM 866796105 25,859 2,092 8.80 849 10.69 0.0072
2016-05-13 2016-03-31 13F SUN LIFE FINL COM 866796105 23,767 1,359 6.06 767 9.73 0.0066
2016-02-16 2015-12-31 13F SUN LIFE FINL COM 866796105 22,408 21,964 4,946.85 699 4,892.86 0.0061
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 444 -14,934 -97.11 14 -97.28 0.0001
2015-08-14 2015-06-30 13F SUN LIFE FINL COM 866796105 15,378 -13,922 -47.52 514 -43.08 0.0045
2015-05-14 2015-03-31 13F SUN LIFE FINL COM 866796105 29,300 28,443 3,318.90 903 2,812.90 0.0078
2015-02-13 2014-12-31 13F SUN LIFE FINL COM 866796105 857 0 0.00 31 0.00 0.0003
2014-11-17 2014-09-30 13F SUN LIFE FINL COM 866796105 857 -199 -18.84 31 -20.51 0.0003
2014-08-14 2014-06-30 13F SUN LIFE FINL COM 866796105 1,056 -305 -22.41 39 -17.02 0.0004
2014-05-15 2014-03-31 13F SUN LIFE FINL COM 866796105 1,361 147 12.11 47 9.30 0.0004
2014-02-14 2013-12-31 13F SUN LIFE FINL COM 866796105 1,214 -378 -23.74 43 -15.69 0.0004
2013-11-14 2013-09-30 13F SUN LIFE FINL COM 866796105 1,592 -817 -33.91 51 -28.17 0.0005
2013-08-14 2013-06-30 13F SUN LIFE FINL COM 866796105 2,409 2,409 71 0.0008
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.