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.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership23,717 shares
Latest Disclosed Value $ 1,483,783
HighTower Advisors, LLC reports 0.63% decrease in ownership of SLF / Sun Life Financial Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 23,717 shares of Sun Life Financial Inc. (CA:SLF) valued at $2,066,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,867 shares of Sun Life Financial Inc.. This represents a change in shares of -0.63% during the quarter. The current value of the position is $2,405,378 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)
2026-05-05 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 23,717 -150 -0.63 1,484 -0.40 0.0016
2026-02-06 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 23,867 -164 -0.68 1,489 3.26 0.0016
2025-11-07 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 24,031 5,341 28.58 1,443 16.20 0.0016
2025-08-11 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 18,690 -46 -0.25 1,242 15.76 0.0016
2025-05-13 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 18,736 51 0.27 1,073 -3.25 0.0015
2025-02-07 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 18,685 365 1.99 1,109 4.14 0.0015
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 18,320 12 0.07 1,064 18.88 0.0015
2024-08-13 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 18,308 -1,017 -5.26 895 -15.17 0.0014
2024-05-06 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 19,325 -694 -3.47 1,055 1.74 0.0017
2024-02-12 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 20,019 398 2.03 1,037 8.59 0.0017
2023-11-08 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 19,621 -299 -1.50 955 -8.08 0.0018
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 19,920 1,551 8.44 1,039 21.10 0.0020
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 18,369 258 1.42 858 1.42 0.0019
2023-02-09 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 18,111 -1,823 -9.15 846 6.55 0.0019
2022-11-09 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 19,934 5,734 40.38 794 22.15 0.0021
2022-08-10 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,200 -223 -1.55 650 -19.35 0.0017
2022-05-12 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,423 -25,822 -64.16 806 -64.05 0.0018
2022-02-10 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 40,245 1,022 2.61 2,242 11.76 0.0049
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 39,223 906 2.36 2,006 2.19 0.0054
2021-08-06 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 38,317 839 2.24 1,963 3.92 0.0057
2021-05-10 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 37,478 25,476 212.26 1,889 255.74 0.0060
2021-02-10 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,002 889 8.00 531 18.26 0.0022
2020-11-13 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 11,113 -596 -5.09 449 3.94 0.0022
2020-08-10 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 11,709 5 0.04 432 15.82 0.0024
2020-05-21 2020-03-31 13F SUN LIFE FINL COM 866796105 11,704 -155 -1.31 373 -31.05 0.0024
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 11,859 735 6.61 541 9.07 0.0032
2019-11-12 2019-09-30 13F SUN LIFE FINL COM 866796105 11,124 148 1.35 496 9.49 0.0027
2019-08-13 2019-06-30 13F SUN LIFE FINL COM 866796105 10,976 1,107 11.22 453 19.53 0.0027
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 9,869 2,954 42.72 379 65.50 0.0025
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 6,915 452 6.99 229 -11.24 0.0018
2018-11-09 2018-09-30 13F SUN LIFE FINL COM 866796105 6,463 -1,023 -13.67 258 -14.29 0.0019
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 7,486 0 0.00 301 -2.27 0.0024
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 7,486 2,244 42.81 308 41.94 0.0026
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 5,242 41 0.79 217 4.83 0.0018
2017-11-14 2017-09-30 13F SUN LIFE FINL COM 866796105 5,201 -1,318 -20.22 207 -11.54 0.0018
2017-09-22 2017-06-30 13F/A-1 SUN LIFE FINL COM 866796105 6,519 6,519 234 0.0021
2017-08-14 2017-06-30 13F SUN LIFE FINL COM 866796105 6,519 234
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.