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.
InstitutionJustInvest LLC
Latest Disclosed Ownership30,229 shares
Latest Disclosed Value $ 1,891,126
JustInvest LLC reports 4.97% decrease in ownership of SLF / Sun Life Financial Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 30,229 shares of Sun Life Financial Inc. (CA:SLF) valued at $2,634,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,809 shares of Sun Life Financial Inc.. This represents a change in shares of -4.97% during the quarter. The current value of the position is $3,065,825 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)
2026-05-14 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 30,229 -1,580 -4.97 1,891 -4.69 0.0186
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 31,809 3,901 13.98 1,985 18.45 0.0194
2025-10-31 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 27,908 -2,533 -8.32 1,675 -17.16 0.0172
2025-07-25 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 30,441 5,231 20.75 2,023 40.12 0.0228
2025-05-14 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 25,210 1,027 4.25 1,444 0.56 0.0213
2025-02-10 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 24,183 1,558 6.89 1,435 9.38 0.0217
2024-11-12 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 22,625 1,249 5.84 1,313 26.64 0.0211
2024-08-12 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 21,376 2,853 15.40 1,036 2.57 0.0197
2024-05-09 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 18,523 2,656 16.74 1,011 22.87 0.0217
2024-02-08 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 15,867 -1,553 -8.92 823 -3.29 0.0214
2023-11-08 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 17,420 3,234 22.80 850 15.02 0.0254
2023-07-28 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,186 1,826 14.77 739 28.08 0.0226
2023-05-10 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,360 -11 -0.09 577 0.52 0.0200
2023-02-10 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,371 4,884 65.23 574 92.62 0.0237
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 7,487 -3,414 -31.32 298 -40.28 0.0135
2022-08-12 2022-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 10,901 2,298 26.71 499 3.96 0.0231
2022-08-09 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,901 2,298 499 0.0231
2022-05-16 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 8,603 -369 -4.11 480 -4.00 0.0232
2022-02-23 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 8,972 1,729 23.87 500 34.05 0.0295
2021-11-09 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 7,243 1,225 20.36 373 20.32 0.0335
2021-08-11 2021-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 6,018 -1,868 -23.69 310 -22.31 0.0325
2021-07-21 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 7,886 0 399 0.0607
2021-04-28 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 7,886 169 2.19 399 16.33 0.0604
2021-01-20 2020-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 7,717 -982 -11.29 343 -3.11 0.0746
2020-10-26 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 8,699 8,699 354 0.0993
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.