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.
InstitutionBurney Co/
Latest Disclosed Ownership63,651 shares
Latest Disclosed Value $ 3,981,998
Burney Co/ reports 25.39% decrease in ownership of SLF / Sun Life Financial Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 63,651 shares of Sun Life Financial Inc. (CA:SLF) valued at $5,547,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 85,310 shares of Sun Life Financial Inc.. This represents a change in shares of -25.39% during the quarter. The current value of the position is $6,455,484 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)
2026-04-29 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 63,651 -21,659 -25.39 3,982 -25.21 0.1017
2026-01-23 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 85,310 -1,297 -1.50 5,323 2.39 0.1660
2025-10-16 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 86,607 -437 -0.50 5,199 -10.11 0.1654
2025-08-05 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 87,044 -10 -0.01 5,784 16.05 0.1958
2025-05-06 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 87,054 -96 -0.11 4,985 -3.62 0.1814
2025-01-14 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 87,150 508 0.59 5,171 2.88 0.1827
2024-10-18 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 86,642 -1,219 -1.39 5,027 16.78 0.1788
2024-07-29 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 87,861 -1,391 -1.56 4,304 -11.64 0.1645
2024-05-22 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 89,252 238 0.27 4,871 5.52 0.1856
2024-02-12 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 89,014 -484 -0.54 4,616 5.70 0.1943
2023-11-08 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 89,498 -3,304 -3.56 4,368 -9.70 0.2046
2023-08-09 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 92,802 -47,679 -33.94 4,837 -26.28 0.2217
2023-05-10 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 140,481 5,788 4.30 6,560 4.93 0.3233
2023-02-06 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 134,693 61,396 83.76 6,252 114.55 0.3167
2022-11-15 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 73,297 52,732 256.42 2,914 209.34 0.1608
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 20,565 -970 -4.50 942 -21.63 0.0496
2022-05-09 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 21,535 202 0.95 1,202 1.18 0.0493
2022-02-11 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,333 99 0.47 1,188 8.69 0.0513
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 21,234 -577 -2.65 1,093 -2.76 0.0513
2021-08-06 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 21,811 -380 -1.71 1,124 0.18 0.0523
2021-05-13 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 22,191 910 4.28 1,122 18.60 0.0553
2021-02-11 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,281 -1,403 -6.18 946 2.38 0.0519
2020-12-14 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 22,684 -4,754 -17.33 924 -8.33 0.0573
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 27,438 -1,625 -5.59 1,008 8.04 0.0654
2020-05-13 2020-03-31 13F SUN LIFE FINL COM 866796105 29,063 8,540 41.61 933 -0.21 0.0717
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 20,523 1,496 7.86 935 9.61 0.0515
2019-11-12 2019-09-30 13F SUN LIFE FINL COM 866796105 19,027 9,591 101.64 853 118.72 0.0511
2019-08-12 2019-06-30 13F SUN LIFE FINL COM 866796105 9,436 3,070 48.22 390 59.18 0.0237
2019-05-13 2019-03-31 13F SUN LIFE FINL COM 866796105 6,366 6,366 245 0.0152
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.