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.
InstitutionBlair William & Co/il
Latest Disclosed Ownership8,142 shares
Latest Disclosed Value $ 509,353
Blair William & Co/il reports 20.67% decrease in ownership of SLF / Sun Life Financial Inc.

On May 8, 2026 - Blair William & Co/il filed a 13F-HR form disclosing ownership of 8,142 shares of Sun Life Financial Inc. (CA:SLF) valued at $709,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,263 shares of Sun Life Financial Inc.. This represents a change in shares of -20.67% during the quarter. The current value of the position is $825,762 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)
2026-05-08 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 8,142 -2,121 -20.67 509 -20.47 0.0015
2026-02-17 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,263 -3,977 -27.93 640 -25.06 0.0017
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,240 -71 -0.50 855 -10.11 0.0023
2025-07-24 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,311 2 0.01 951 16.00 0.0026
2025-05-09 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,309 3 0.02 819 -3.42 0.0025
2025-02-12 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 14,306 -168 -1.16 849 1.07 0.0025
2024-11-12 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,474 3 0.02 840 18.50 0.0025
2024-08-12 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,471 1,903 15.14 709 3.36 0.0022
2024-05-09 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,568 366 3.00 686 8.39 0.0022
2024-02-12 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,202 97 0.80 633 7.12 0.0022
2023-11-09 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 12,105 -171 -1.39 591 -7.67 0.0023
2023-08-11 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 12,276 -102 -0.82 640 10.55 0.0023
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,378 -40 -0.32 578 0.35 0.0023
2023-02-10 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,418 -16 -0.13 576 16.60 0.0025
2022-11-09 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 12,434 142 1.16 494 -12.26 0.0023
2022-08-10 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 12,292 -331 -2.62 563 -20.14 0.0025
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,623 331 2.69 705 2.92 0.0025
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,292 -1,940 -13.63 685 -6.42 0.0021
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,232 -56 -0.39 732 -0.54 0.0025
2021-08-12 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,288 -269 -1.85 736 0.00 0.0026
2021-05-13 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,557 325 2.28 736 16.27 0.0028
2021-02-09 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 14,232 -117 -0.82 633 8.39 0.0023
2020-11-06 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,349 -52 -0.36 584 10.40 0.0025
2020-08-12 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,401 243 1.72 529 16.52 0.0025
2020-05-11 2020-03-31 13F SUN LIFE FINL COM 866796105 14,158 0 0.00 454 -29.61 0.0028
2020-02-13 2019-12-31 13F SUN LIFE FINL COM 866796105 14,158 0 0.00 645 1.74 0.0033
2019-11-12 2019-09-30 13F SUN LIFE FINL COM 866796105 14,158 669 4.96 634 13.62 0.0037
2019-08-13 2019-06-30 13F SUN LIFE FINL COM 866796105 13,489 -234 -1.71 558 5.88 0.0032
2019-05-14 2019-03-31 13F SUN LIFE FINL COM 866796105 13,723 -2,401 -14.89 527 -1.50 0.0032
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 16,124 2,110 15.06 535 -3.95 0.0039
2018-11-13 2018-09-30 13F SUN LIFE FINL COM 866796105 14,014 -500 -3.44 557 -4.46 0.0034
2018-08-13 2018-06-30 13F SUN LIFE FINL COM 866796105 14,514 0 0.00 583 -2.35 0.0040
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 14,514 0 0.00 597 -0.33 0.0042
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 14,514 0 0.00 599 3.63 0.0041
2017-11-13 2017-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,514 0 0.00 578 11.37 0.0043
2017-08-04 2017-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,514 1,956 15.58 519 13.07 0.0039
2017-05-10 2017-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,558 1,025 8.89 459 3.61 0.0037
2017-02-14 2016-12-31 13F SUN LIFE FINANCIAL COM 866796105 11,533 -1,000 -7.98 443 8.58 0.0040
2016-11-14 2016-09-30 13F SUN LIFE FINANCIAL COM 866796105 12,533 -5,000 -28.52 408 -29.17 0.0036
2016-08-08 2016-06-30 13F SUN LIFE FINANCIAL COM 866796105 17,533 0 0.00 576 1.77 0.0054
2016-05-16 2016-03-31 13F SUN LIFE FINANCIAL COM 866796105 17,533 0 0.00 566 3.47 0.0053
2016-02-16 2015-12-31 13F SUN LIFE FINANCIAL COM 866796105 17,533 -98 -0.56 547 -3.70 0.0051
2015-11-12 2015-09-30 13F SUN LIFE FINANCIAL COM 866796105 17,631 -462 -2.55 568 -5.96 0.0049
2015-08-03 2015-06-30 13F SUN LIFE FINANCIAL COM 866796105 18,093 0 0.00 604 8.24 0.0009
2015-05-11 2015-03-31 13F SUN LIFE FINANCIAL COM 866796105 18,093 18,093 0.00 558 0.0009
2015-02-05 2014-12-31 13F SUN LIFE FINANCIAL COM 866796105 0 -17,310 -100.00 0 -100.00
2014-11-04 2014-09-30 13F SUN LIFE FINANCIAL COM 866796105 17,310 0 0.00 628 -1.10 0.0011
2014-08-01 2014-06-30 13F SUN LIFE FINANCIAL COM 866796105 17,310 0 0.00 635 6.01 0.0010
2014-05-06 2014-03-31 13F SUN LIFE FINANCIAL COM 866796105 17,310 0 0.00 599 -1.96 0.0010
2014-02-11 2013-12-31 13F SUN LIFE FINANCIAL COM 866796105 17,310 -223 -1.27 611 9.11 0.0010
2013-11-12 2013-09-30 13F SUN LIFE FINANCIAL COM 866796105 17,533 0 0.00 560 7.90 0.0010
2013-08-07 2013-06-30 13F SUN LIFE FINANCIAL COM 866796105 17,533 17,533 519 0.0010
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.