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.
InstitutionLPL Financial LLC
Latest Disclosed Ownership71,509 shares
Latest Disclosed Value $ 4,473,576
LPL Financial LLC reports 0.56% increase in ownership of SLF / Sun Life Financial Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 71,509 shares of Sun Life Financial Inc. (CA:SLF) valued at $6,232,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 71,114 shares of Sun Life Financial Inc.. This represents a change in shares of 0.56% during the quarter. The current value of the position is $7,252,443 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)
2026-05-06 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 71,509 395 0.56 4,474 0.81 0.0012
2026-02-11 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 71,114 12,878 22.11 4,438 26.95 0.0012
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 58,236 3,588 6.57 3,496 -3.75 0.0010
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 54,648 5,375 10.91 3,631 28.71 0.0012
2025-05-07 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 49,273 -44,584 -47.50 2,821 -49.34 0.0011
2025-02-11 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 93,857 51,351 120.81 5,569 125.83 0.0023
2024-11-08 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 42,506 3,030 7.68 2,466 27.57 0.0011
2024-08-07 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 39,476 5,852 17.40 1,934 5.34 0.0010
2024-05-10 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 33,624 4,278 14.58 1,835 20.64 0.0010
2024-02-14 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 29,346 2,244 8.28 1,522 15.05 0.0009
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 27,102 -1,182 -4.18 1,323 -10.31 0.0009
2023-07-31 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 28,284 3,336 13.37 1,474 26.52 0.0011
2023-05-10 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 24,948 3,217 14.80 1,165 15.58 0.0009
2023-02-07 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,731 1,542 7.64 1,009 25.53 0.0009
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 20,189 1,223 6.45 803 -7.59 0.0008
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 18,966 4,495 31.06 869 7.55 0.0008
2022-05-16 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,471 -6,992 -32.58 808 -32.38 0.0007
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,463 8,369 63.91 1,195 77.30 0.0010
2021-11-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,094 1,353 11.52 674 11.40 0.0006
2021-08-13 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 11,741 -50 -0.42 605 1.51 0.0006
2021-05-14 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 11,791 -848 -6.71 596 6.05 0.0007
2021-02-12 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 12,639 2,251 21.67 562 32.86 0.0007
2020-11-09 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,388 -1,328 -11.33 423 -1.86 0.0007
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 11,716 2,019 20.82 431 38.59 0.0008
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 9,697 -25,012 -72.06 311 -80.34 0.0007
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 34,709 -134 -0.38 1,582 1.35 0.0029
2019-11-13 2019-09-30 13F SUN LIFE FINL COM 866796105 34,843 8,594 32.74 1,561 43.74 0.0032
2019-08-09 2019-06-30 13F SUN LIFE FINL COM 866796105 26,249 1,651 6.71 1,086 14.92 0.0023
2019-05-08 2019-03-31 13F SUN LIFE FINL COM 866796105 24,598 16,493 203.49 945 251.30 0.0021
2019-02-07 2018-12-31 13F SUN LIFE FINL COM 866796105 8,105 -8,476 -51.12 269 -59.18 0.0007
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 16,581 -201 -1.20 659 -2.23 0.0016
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 16,782 -3,088 -15.54 674 -17.50 0.0018
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 19,870 19,870 817 0.0022
2017-05-15 2017-03-31 13F SUN LIFE COM 866796105 0 -8,353 -100.00 0 -100.00
2017-02-13 2016-12-31 13F SUN LIFE COM 866796105 8,353 8,353 0.00 324 0.0025
2016-08-15 2016-06-30 13F SUN LIFE COM 866796105 0 -13,463 -100.00 0 -100.00
2016-05-16 2016-03-31 13F SUN LIFE COM 866796105 13,463 -3,645 -21.31 424 -17.99 0.0012
2016-02-12 2015-12-31 13F SUN LIFE COM 866796105 17,108 8,686 103.13 517 83.99 0.0014
2015-11-13 2015-09-30 13F SUN LIFE COM 866796105 8,422 824 10.84 281 11.95 0.0015
2015-08-14 2015-06-30 13F SUN LIFE COM 866796105 7,598 7,598 0.00 251 0.0013
2015-05-14 2015-03-31 13F SUN LIFE COM 866796105 0 -7,293 -100.00 0 -100.00
2015-02-13 2014-12-31 13F SUN LIFE COM 866796105 7,293 503 7.41 263 7.35 0.0014
2014-11-10 2014-09-30 13F SUN LIFE COM 866796105 6,790 -525 -7.18 245 -8.92 0.0015
2014-08-05 2014-06-30 13F/A-1 SUN LIFE COM 866796105 7,315 -4,701 -39.12 269 -35.34 0.0016
2014-08-05 2014-06-30 13F SUN LIFE COM 866796105 7,315 1,693
2014-05-12 2014-03-31 13F SUN LIFE COM 866796105 12,016 -5,090 -29.76 416 -31.13 0.0026
2014-02-13 2013-12-31 13F SUN LIFE COM 866796105 17,106 4,119 31.72 604 42.79 0.0038
2013-11-04 2013-09-30 13F SUN LIFE COM 866796105 12,987 -8,709 -40.14 423 -34.21 0.0028
2013-08-15 2013-06-30 13F SUN LIFE COM 866796105 21,696 21,696 643 0.0046
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.