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.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership56,013 shares
Latest Disclosed Value $ 3,504,174
Pnc Financial Services Group, Inc. reports 159.61% increase in ownership of SLF / Sun Life Financial Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 56,013 shares of Sun Life Financial Inc. (CA:SLF) valued at $4,881,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 21,576 shares of Sun Life Financial Inc.. This represents a change in shares of 159.61% during the quarter. The current value of the position is $5,680,838 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)
2026-05-08 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 56,013 34,437 159.61 3,504 160.33 0.0003
2026-02-06 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 21,576 -513 -2.32 1,346 1.51 0.0007
2025-11-07 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 22,089 711 3.33 1,326 -6.62 0.0008
2025-08-08 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 21,378 3,080 16.83 1,421 35.63 0.0009
2025-05-09 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 18,298 -51 -0.28 1,048 -3.77 0.0005
2025-02-07 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 18,349 1,415 8.36 1,089 10.79 0.0007
2024-11-08 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,934 -116 -0.68 983 17.60 0.0006
2024-08-09 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 17,050 -412 -2.36 835 -12.38 0.0006
2024-05-10 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 17,462 -148 -0.84 953 4.38 0.0007
2024-03-22 2023-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 17,610 875 5.23 913 11.89 0.0007
2024-02-09 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 17,610 875 913 0.0001
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,735 735 4.59 817 -2.04 0.0007
2023-08-11 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 16,000 901 5.97 834 18.16 0.0007
2023-05-15 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 15,099 95 0.63 705 1.29 0.0006
2023-02-10 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 15,004 3,267 27.84 696 49.36 0.0007
2022-11-10 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 11,737 1,122 10.57 466 -4.31 0.0005
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,615 -38 -0.36 487 -18.29 0.0005
2022-05-12 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 10,653 6 0.06 596 0.34 0.0005
2022-02-11 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,647 3 0.03 594 8.59 0.0005
2021-11-05 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,644 -248 -2.28 547 -2.67 0.0005
2021-08-06 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,892 -187 -1.69 562 0.36 0.0005
2021-05-07 2021-03-31 13F SUN LIFE F Common Stock 866796105 11,079 15 0.14 560 14.05 0.0005
2021-02-12 2020-12-31 13F SUN LIFE F Common Stock 866796105 11,064 -1,829 -14.19 491 -6.65 0.0005
2020-11-06 2020-09-30 13F SUN LIFE F Common Stock 866796105 12,893 849 7.05 526 18.74 0.0006
2020-08-28 2020-06-30 13F/A-1 SUN LIFE F Common Stock 866796105 12,044 -250 -2.03 443 11.87 0.0006
2020-08-07 2020-06-30 13F SUN LIFE F Common Stock 866796105 12,044 -250 443 91.9838
2020-05-08 2020-03-31 13F SUN LIFE F Common Stock 866796105 12,294 715 6.17 396 -24.86 0.0005
2020-02-07 2019-12-31 13F SUN LIFE F Common Stock 866796105 11,579 -396 -3.31 527 -1.86 0.0005
2019-11-08 2019-09-30 13F SUN LIFE F Common Stock 866796105 11,975 -778 -6.10 537 1.70 0.0005
2019-08-09 2019-06-30 13F SUN LIFE F Common Stock 866796105 12,753 747 6.22 528 14.29 0.0005
2019-05-10 2019-03-31 13F SUN LIFE F Common Stock 866796105 12,006 -2,882 -19.36 462 -6.67 0.0005
2019-02-08 2018-12-31 13F SUN LIFE FINL COM 866796105 14,888 638 4.48 495 -12.54 0.0006
2018-11-09 2018-09-30 13F SUN LIFE FINL COM 866796105 14,250 759 5.63 566 4.43 0.0005
2018-08-10 2018-06-30 13F SUN LIFE FINL COM 866796105 13,491 1,875 16.14 542 13.63 0.0005
2018-05-11 2018-03-31 13F SUN LIFE FINL COM 866796105 11,616 1,449 14.25 477 13.57 0.0005
2018-02-09 2017-12-31 13F SUN LIFE FINL COM 866796105 10,167 1,054 11.57 420 15.38 0.0004
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 9,113 -2,267 -19.92 364 -10.34 0.0004
2017-08-11 2017-06-30 13F SUN LIFE F 866796105 11,380 -46 -0.40 406 -2.87 0.0004
2017-05-12 2017-03-31 13F SUN LIFE F Common Stock 866796105 11,426 -1,828 -13.79 418 -17.88 0.0005
2017-02-10 2016-12-31 13F SUN LIFE F Common Stock 866796105 13,254 157 1.20 509 19.20 0.0006
2016-11-04 2016-09-30 13F SUN LIFE F Common Stock 866796105 13,097 -2,406 -15.52 427 -16.11 0.0005
2016-08-05 2016-06-30 13F SUN LIFE F Common Stock 866796105 15,503 -2,068 -11.77 509 -10.23 0.0006
2016-05-06 2016-03-31 13F SUN LIFE F Common Stock 866796105 17,571 -3,704 -17.41 567 -14.48 0.0007
2016-02-05 2015-12-31 13F SUN LIFE F Common Stock 866796105 21,275 -3,882 -15.43 663 -18.35 0.0008
2015-11-06 2015-09-30 13F SUN LIFE F Common Stock 866796105 25,157 6,501 34.85 812 30.13 0.0010
2015-08-05 2015-06-30 13F SUN LIFE F Common Stock 866796105 18,656 4,260 29.59 624 40.86 0.0007
2015-05-08 2015-03-31 13F SUN LIFE F Common Stock 866796105 14,396 -5,528 -27.75 443 -38.39 0.0005
2015-02-06 2014-12-31 13F/A-1 SUN LIFE FINL COM 866796105 19,924 134 0.68 719 0.00 0.0008
2015-02-06 2014-12-31 13F SUN LIFE FINL COM 866796105 19,924 719
2014-11-07 2014-09-30 13F SUN LIFE FINL COM 866796105 19,790 -675 -3.30 719 -4.39 0.0008
2014-08-08 2014-06-30 13F SUN LIFE FINL COM 866796105 20,465 -652 -3.09 752 2.73 0.0010
2014-05-09 2014-03-31 13F SUN LIFE FINL COM 866796105 21,117 2,034 10.66 732 8.61 0.0010
2014-02-07 2013-12-31 13F SUN LIFE FINL COM 866796105 19,083 -200 -1.04 674 9.42 0.0009
2013-11-01 2013-09-30 13F SUN LIFE FINL COM 866796105 19,283 -1,333 -6.47 616 0.98 0.0009
2013-08-02 2013-06-30 13F SUN LIFE FINL COM 866796105 20,616 20,616 610 0.0009
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.