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.
InstitutionQV Investors Inc.
Latest Disclosed Ownership516,510 shares
Latest Disclosed Value $ 32,255
QV Investors Inc. reports 35.32% decrease in ownership of SLF / Sun Life Financial Inc.

On April 22, 2026 - QV Investors Inc. filed a 13F-HR form disclosing ownership of 516,510 shares of Sun Life Financial Inc. (CA:SLF) valued at $45,013,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 798,515 shares of Sun Life Financial Inc.. This represents a change in shares of -35.32% during the quarter. The current value of the position is $52,384,444 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)
2026-04-22 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 516,510 -282,005 -35.32 32 -34.69 2.6103
2026-01-20 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 798,515 -204,248 -20.37 50 -18.33 4.0838
2025-10-30 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,002,763 -191,936 -16.07 60 -24.05 5.2125
2025-07-31 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,194,699 -134,141 -10.09 79 3.95 7.7817
2025-04-09 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,328,840 -23,606 -1.75 76 -5.00 7.6782
2025-01-13 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,352,446 141,712 11.70 80 14.29 8.2755
2024-10-15 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,210,734 -3,599 -0.30 70 18.64 6.2129
2024-07-16 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,214,333 131,262 12.12 60 0.00 5.5942
2024-04-22 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,083,071 11,207 1.05 59 7.27 5.1339
2024-01-24 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,071,864 -48,987 -4.37 56 1.85 5.0339
2023-10-23 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,120,851 -11,100 -0.98 55 -8.47 5.6984
2023-07-25 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,131,951 -28,402 -2.45 59 9.26 5.3248
2023-05-02 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,160,353 -37,912 -3.16 54 -1.82 5.0567
2023-01-23 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,198,265 -39,440 -3.19 56 -99.89 5.3229
2022-10-18 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,237,705 126,310 11.36 49,480 -2.63 4.7765
2022-07-19 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,111,395 166,946 17.68 50,816 -3.72 4.6261
2022-04-20 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 944,449 105,033 12.51 52,778 12.80 3.7515
2022-01-18 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 839,416 -24,019 -2.78 46,790 5.29 3.2576
2021-10-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 863,435 -175,553 -16.90 44,438 -17.14 3.3665
2021-07-19 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,038,988 275,166 36.02 53,632 38.95 3.2749
2021-04-16 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 763,822 -31,885 -4.01 38,597 9.18 2.3739
2021-01-27 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 795,707 -82,428 -9.39 35,351 -0.90 2.3207
2020-10-14 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 878,135 -39,591 -4.31 35,671 6.11 2.4238
2020-07-16 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 917,726 199,180 27.72 33,616 47.09 2.2519
2020-04-24 2020-03-31 13F SUN LIFE FINANCIAL COM 866796105 718,546 718,546 22,854 1.9549
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.