Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
101,42 CA$ ↑1,21 (1,21%)
2026-06-04
DEL PRIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 124,800
CIBC Private Wealth Group, LLC reports 9.21% decrease in ownership of SLF / Sun Life Financial Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 2,000 shares of Sun Life Financial Inc. (CA:SLF) valued at $171,360 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 2,203 shares of Sun Life Financial Inc.. This represents a change in shares of -9.21% during the quarter. The current value of the position is $202,840 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.

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)
2026-02-12 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 2,000 -203 -9.21 125 -6.06
2025-11-24 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 2,203 -4,110 -65.10 132 -68.50 0.0002
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,313 -6,594 -51.09 419 -39.36 0.0007
2025-05-14 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,907 -72 -0.55 691 -8.96 0.0015
2025-02-12 2024-12-31 13F SUN LIFE FINL COM 866796105 12,979 8,380 182.21 759 185.34 0.0014
2024-11-13 2024-09-30 13F SUN LIFE FINL COM 866796105 4,599 1,025 28.68 267 52.00 0.0005
2024-08-09 2024-06-30 13F SUN LIFE FINL COM 866796105 3,574 -10 -0.28 176 -9.33 0.0003
2024-05-10 2024-03-31 13F SUN LIFE FINL COM 866796105 3,584 3,584 193 0.0004
2022-11-15 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 0 -367 -100.00 0 -100.00
2022-08-03 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 367 163 79.90 17 54.55 0.0000
2022-05-16 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 204 204 11 0.0000
2022-04-04 2021-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 0 -13,684 -100.00 0 -100.00
2022-02-08 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 0 -13,684 0
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,684 -797 -5.50 704 -5.76 0.0016
2021-08-16 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,481 -136 -0.93 747 1.08 0.0017
2021-05-12 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,617 136 0.94 739 14.75 0.0019
2021-02-12 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 14,481 0 0.00 644 9.15 0.0017
2020-11-03 2020-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 14,481 0 0.00 590 10.90 0.0018
2020-08-13 2020-06-30 13F SUN LIFE FINL INC COM Com 866796105 14,481 -5 -0.03 532 14.41 0.0026
2020-05-15 2020-03-31 13F SUN LIFE FINL COM 866796105 14,486 -4,395 -23.28 465 -45.99 0.0020
2020-01-30 2019-12-31 13F SUN LIFE FINL COM 866796105 18,881 4,400 30.38 861 32.67 0.0028
2019-10-16 2019-09-30 13F SUN LIFE FINL COM 866796105 14,481 -8,858 -37.95 649 -32.75 0.0023
2019-07-31 2019-06-30 13F SUN LIFE FINL COM 866796105 23,339 0 0.00 965 7.70 0.0034
2019-05-10 2019-03-31 13F SUN LIFE FINL COM 866796105 23,339 -7,073 -23.26 896 -11.20 0.0035
2019-02-05 2018-12-31 13F SUN LIFE FINL COM 866796105 30,412 -2,159 -6.63 1,009 -22.08 0.0045
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 32,571 -706 -2.12 1,295 -3.07 0.0049
2018-08-02 2018-06-30 13F SUN LIFE FINL COM 866796105 33,277 -2,571 -7.17 1,336 -9.36 0.0054
2018-05-17 2018-03-31 13F SUN LIFE FINL COM 866796105 35,848 -2,450 -6.40 1,474 -6.77 0.0064
2018-02-12 2017-12-31 13F SUN LIFE FINL COM 866796105 38,298 1,171 3.15 1,581 6.90 0.0067
2017-12-21 2017-09-30 13F/A-1 SUN LIFE FINL INC COM COM 866796105 37,127 3,634 10.85 1,479 23.56 0.0067
2017-11-14 2017-09-30 13F SUN LIFE FINL INC COM COM 866796105 37,127 3,634 1,479
2017-08-09 2017-06-30 13F SUN LIFE FINL INC COM Com 866796105 33,493 13,902 70.96 1,197 67.18 0.0075
2017-05-10 2017-03-31 13F SUN LIFE FINL INC COM Com 866796105 19,591 0 0.00 716 -4.91 0.0045
2017-02-13 2016-12-31 13F SUN LIFE FINL INC COM Com 866796105 19,591 0 0.00 753 18.03 0.0050
2016-11-09 2016-09-30 13F SUN LIFE FINL INC COM Com 866796105 19,591 0 0.00 638 -0.78 0.0044
2016-08-11 2016-06-30 13F SUN LIFE FINL INC COM Com 866796105 19,591 -5,346 -21.44 643 -20.12 0.0047
2016-05-11 2016-03-31 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 805 3.47 0.0062
2016-02-10 2015-12-31 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 778 -3.23 0.0061
2015-11-12 2015-09-30 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 804 -3.48 0.0066
2015-08-13 2015-06-30 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 833 8.46 0.0061
2015-05-11 2015-03-31 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 768 -14.57 0.0057
2015-02-12 2014-12-31 13F SUN LIFE FINL INC COM Com 866796105 24,937 0 0.00 899 -0.55 0.0069
2014-11-12 2014-09-30 13F SUN LIFE FINL INC COM Com 866796105 24,937 656 2.70 904 1.46 0.0071
2014-08-13 2014-06-30 13F SUN LIFE FINL INC COM Com 866796105 24,281 1,400 6.12 891 12.50 0.0072
2014-05-14 2014-03-31 13F SUN LIFE FINL INC COM COM 866796105 22,881 22,881 792 0.0067
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.