Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
DEL PRIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership7,864 shares
Latest Disclosed Value $ 491,972
Advisory Services Network, LLC reports 1.85% increase in ownership of SLF / Sun Life Financial Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 7,864 shares of Sun Life Financial Inc. (CA:SLF) valued at $685,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,721 shares of Sun Life Financial Inc.. This represents a change in shares of 1.85% during the quarter. The current value of the position is $791,590 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)
2026-05-15 2026-03-31 13F SUN LIFE FINANCIAL Stock 866796105 7,864 143 1.85 492 2.08 0.0045
2026-02-17 2025-12-31 13F SUN LIFE FINANCIAL Stock 866796105 7,721 63 0.82 482 4.79 0.0068
2025-11-18 2025-09-30 13F SUN LIFE FINANCIAL Stock 866796105 7,658 7,658 460 0.0067
2024-05-06 2024-03-31 13F SUN LIFE FINANCIAL Stock 866796105 0 -70 -100.00 0 -100.00
2024-02-09 2023-12-31 13F SUN LIFE FINANCIAL Stock 866796105 70 70 4 0.0001
2023-08-09 2023-06-30 13F SUN LIFE FINANCIAL Stock 866796105 0 -6,239 -100.00 0 -100.00
2023-05-17 2023-03-31 13F SUN LIFE FINANCIAL Stock 866796105 6,239 86 1.40 291 2.11 0.0081
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL Stock 866796105 6,153 107 1.77 286 18.75 0.0088
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL Stock 866796105 6,046 59 0.99 240 -12.41 0.0085
2022-08-02 2022-06-30 13F SUN LIFE FINANCIAL Stock 866796105 5,987 -1,952 -24.59 274 -38.15 0.0094
2022-05-23 2022-03-31 13F SUN LIFE FINANCIAL Stock 866796105 7,939 2,047 34.74 443 35.06 0.0130
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL Stock 866796105 5,892 42 0.72 328 8.97 0.0094
2021-11-05 2021-09-30 13F SUN LIFE FINANCIAL Stock 866796105 5,850 42 0.72 301 0.67 0.0096
2021-08-12 2021-06-30 13F SUN LIFE FINANCIAL Stock 866796105 5,808 42 0.73 299 2.75 0.0094
2021-05-24 2021-03-31 13F SUN LIFE FINANCIAL Stock 866796105 5,766 47 0.82 291 14.57 0.0108
2021-02-09 2020-12-31 13F SUN LIFE FINANCIAL Stock 866796105 5,719 -260 -4.35 254 4.10 0.0102
2020-11-16 2020-09-30 13F SUN LIFE FINANCIAL Stock 866796105 5,979 -56 -0.93 244 10.41 0.0115
2020-08-10 2020-06-30 13F SUN LIFE FINANCIAL Stock 866796105 6,035 363 6.40 221 21.43 0.0121
2020-05-15 2020-03-31 13F SUN LIFE FINL Stock 866796105 5,672 44 0.78 182 -28.91 0.0119
2020-02-04 2019-12-31 13F SUN LIFE FINL Stock 866796105 5,628 88 1.59 256 11.79 0.0135
2019-11-04 2019-09-30 13F SUN LIFE FINL Stock 866796105 5,540 0 0.00 229 0.00 0.0140
2019-08-01 2019-06-30 13F SUN LIFE FINL Stock 866796105 5,540 44 0.80 229 8.53 0.0140
2019-05-20 2019-03-31 13F SUN LIFE FINL Stock 866796105 5,496 155 2.90 211 19.21 0.0148
2019-02-15 2018-12-31 13F SUN LIFE FINL Stock 866796105 5,341 41 0.77 177 -16.11 0.0154
2018-11-02 2018-09-30 13F SUN LIFE FINL Stock 866796105 5,300 0 0.00 211 -1.86 0.0154
2018-07-27 2018-06-30 13F SUN LIFE FINL Stock 866796105 5,300 79 1.51 215 0.00 0.0164
2018-04-23 2018-03-31 13F SUN LIFE FINL Stock 866796105 5,221 -199 -3.67 215 -4.02 0.0172
2018-02-08 2017-12-31 13F SUN LIFE FINL Stock 866796105 5,420 39 0.72 224 4.67 0.0195
2017-10-12 2017-09-30 13F SUN LIFE FINL Stock 866796105 5,381 43 0.81 214 12.04 0.0245
2017-08-17 2017-06-30 13F SUN LIFE FINL INC COM Stock 866796105 5,338 38 0.72 191 -1.55 0.0249
2017-04-28 2017-03-31 13F SUN LIFE FINL INC COM Stock 866796105 5,300 309 6.19 194 19.75 0.0282
2016-10-07 2016-09-30 13F SUN LIFE FINL Stock 866796105 4,991 40 0.81 162 -0.61 0.0305
2016-07-27 2016-06-30 13F SUN LIFE FINL Stock 866796105 4,951 39 0.79 163 3.16 0.0371
2016-04-21 2016-03-31 13F SUN LIFE FINL Stock 866796105 4,912 39 0.80 158 3.95 0.0431
2016-01-27 2015-12-31 13F SUN LIFE FINL INC COM Stock 866796105 4,873 36 0.74 152 -2.56 0.0489
2015-10-01 2015-09-30 13F SUN LIFE FINANCIAL Stock 866796105 4,837 4,837 156 0.0471
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.