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.
InstitutionM&t Bank Corp
Latest Disclosed Ownership28,782 shares
Latest Disclosed Value $ 1,800,602
M&t Bank Corp reports 3.20% decrease in ownership of SLF / Sun Life Financial Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 28,782 shares of Sun Life Financial Inc. (CA:SLF) valued at $2,508,351 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 29,732 shares of Sun Life Financial Inc.. This represents a change in shares of -3.20% during the quarter. The current value of the position is $2,919,070 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)
2026-05-12 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 28,782 -950 -3.20 1,801 -2.96 0.0062
2026-01-30 2025-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 29,732 -16 -0.05 1,855 3.92 0.0060
2026-01-28 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 67,287 37,539 26,667 0.0159
2025-11-14 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 29,748 -4 -0.01 1,786 -9.71 0.0060
2025-08-13 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 29,752 -8 -0.03 1,977 16.02 0.0068
2025-04-30 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 29,760 -42 -0.14 1,704 -3.62 0.0062
2025-02-06 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 29,802 29 0.10 1,768 2.37 0.0059
2024-11-19 2024-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 29,773 -1,150 -3.72 1,727 14.07 0.0057
2024-11-15 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 29,773 -1,150 1,727 0.0010
2024-07-31 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 30,923 -63 -0.20 1,515 -10.47 0.0052
2024-05-07 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 30,986 -799 -2.51 1,691 2.61 0.0059
2024-02-06 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 31,785 0 0.00 1,648 6.25 0.0061
2023-11-02 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 31,785 -50 -0.16 1,551 -6.51 0.0062
2023-08-09 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 31,835 -985 -3.00 1,659 8.29 0.0062
2023-05-11 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 32,820 6,843 26.34 1,533 27.14 0.0059
2023-02-13 2022-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 25,977 -827 -3.09 1,206 13.04 0.0049
2023-02-13 2022-12-31 13F SUN CMNTYS COM 866796105 11,766 -15,038 1,574 0.0063
2022-11-17 2022-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 26,804 151 0.57 1,066 -6.98 0.0047
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 26,804 151 1,066 0.0009
2022-08-05 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 26,653 1,635 6.54 1,146 -17.97 0.0054
2022-05-09 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 25,018 -75 -0.30 1,397 -0.07 0.0062
2022-02-07 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 25,093 0 0.00 1,398 8.29 0.0059
2021-10-28 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 25,093 0 0.00 1,291 -0.15 0.0058
2021-08-13 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 25,093 0 0.00 1,293 1.97 0.0057
2021-05-06 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 25,093 -19 -0.08 1,268 13.52 0.0055
2021-02-12 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 25,112 124 0.50 1,117 9.72 0.0049
2020-11-06 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 24,988 -368 -1.45 1,018 9.23 0.0050
2020-07-29 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 25,356 -1,130 -4.27 932 9.78 0.0050
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 26,486 -312 -1.16 849 -30.47 0.0050
2020-02-07 2019-12-31 13F SUN LIFE FINL COM 866796105 26,798 -292 -1.08 1,221 0.66 0.0057
2019-11-12 2019-09-30 13F SUN LIFE FINL COM 866796105 27,090 -479 -1.74 1,213 6.40 0.0061
2019-08-12 2019-06-30 13F SUN LIFE FINL COM 866796105 27,569 -3,705 -11.85 1,140 -5.16 0.0060
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 31,274 -14,566 -31.78 1,202 -21.02 0.0063
2019-02-01 2018-12-31 13F SUN LIFE FINL COM 866796105 45,840 -337,871 -88.05 1,522 -90.02 0.0087
2018-11-09 2018-09-30 13F SUN LIFE FINL COM 866796105 383,711 -1,694 -0.44 15,256 -1.39 0.0763
2018-08-10 2018-06-30 13F SUN LIFE FINL COM 866796105 385,405 2,432 0.64 15,471 -1.77 0.0833
2018-05-04 2018-03-31 13F SUN LIFE FINL COM 866796105 382,973 14,816 4.02 15,749 3.68 0.0846
2018-02-06 2017-12-31 13F SUN LIFE FINL COM 866796105 368,157 343,148 1,372.10 15,190 1,426.63 0.0796
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 25,009 156 0.63 995 12.05 0.0054
2017-08-11 2017-06-30 13F SUN LIFE FINL COM 866796105 24,853 -217 -0.87 888 -3.06 0.0052
2017-05-10 2017-03-31 13F SUN LIFE FINL COM 866796105 25,070 -316 -1.24 916 -6.05 0.0055
2017-02-14 2016-12-31 13F SUN LIFE FINL COM 866796105 25,386 -60 -0.24 975 17.75 0.0061
2016-11-04 2016-09-30 13F SUN LIFE FINL COM 866796105 25,446 -424 -1.64 828 -2.47 0.0053
2016-08-04 2016-06-30 13F SUN LIFE FINL COM 866796105 25,870 -4,823 -15.71 849 -14.33 0.0057
2016-05-11 2016-03-31 13F SUN LIFE FINL COM 866796105 30,693 -58 -0.19 991 3.34 0.0067
2016-02-12 2015-12-31 13F SUN LIFE FINL COM 866796105 30,751 -1,227 -3.84 959 -6.98 0.0064
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 31,978 -4,808 -13.07 1,031 -16.11 0.0070
2015-08-14 2015-06-30 13F SUN LIFE FINL COM 866796105 36,786 2,253 6.52 1,229 15.51 0.0074
2015-05-14 2015-03-31 13F SUN LIFE FINL COM 866796105 34,533 -453 -1.29 1,064 -15.69 0.0066
2015-02-12 2014-12-31 13F SUN LIFE FINL COM 866796105 34,986 2,833 8.81 1,262 8.23 0.0079
2014-11-14 2014-09-30 13F SUN LIFE FINL COM 866796105 32,153 29,903 1,329.02 1,166 1,375.95 0.0082
2014-02-12 2013-12-31 13F SUN LIFE FINL COMMON STOCK 866796105 2,250 -317 -12.35 79 -3.66 0.0033
2013-11-13 2013-09-30 13F SUN LIFE FINL COMMON STOCK 866796105 2,567 0 0.00 82 7.89 0.0039
2013-07-30 2013-06-30 13F SUN LIFE FINL COMMON STOCK 866796105 2,567 2,567 76 0.0037
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.