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.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership28,040 shares
Latest Disclosed Value $ 1,754,186
Signaturefd, Llc reports 0.80% increase in ownership of SLF / Sun Life Financial Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 28,040 shares of Sun Life Financial Inc. (CA:SLF) valued at $2,443,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 27,817 shares of Sun Life Financial Inc.. This represents a change in shares of 0.80% during the quarter. The current value of the position is $2,843,817 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)
2026-04-07 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 28,040 223 0.80 1,754 1.10 0.0269
2026-01-20 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 27,817 25 0.09 1,736 4.02 0.0265
2025-10-21 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 27,792 91 0.33 1,668 -9.35 0.0263
2025-07-16 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 27,701 829 3.08 1,841 19.64 0.0314
2025-05-02 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 26,872 145 0.54 1,539 -2.97 0.0291
2025-02-10 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 26,727 1,408 5.56 1,586 7.90 0.0300
2024-10-21 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 25,319 1,348 5.62 1,469 25.13 0.0280
2024-07-29 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 23,971 1,032 4.50 1,174 -6.23 0.0239
2024-05-03 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 22,939 574 2.57 1,252 8.02 0.0264
2024-02-01 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 22,365 414 1.89 1,160 8.22 0.0268
2023-11-03 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 21,951 -82 -0.37 1,071 -6.71 0.0279
2023-08-01 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 22,033 1,027 4.89 1,148 17.14 0.0293
2023-04-28 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 21,006 602 2.95 981 3.48 0.0268
2023-01-30 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 20,404 3,460 20.42 947 40.50 0.0277
2022-11-08 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,944 3,022 21.71 674 5.64 0.0231
2022-08-10 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 13,922 -184 -1.30 638 -19.04 0.0217
2022-05-02 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,106 368 2.68 788 3.01 0.0237
2022-01-25 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 13,738 366 2.74 765 11.19 0.0235
2021-10-28 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,372 485 3.76 688 3.61 0.0238
2021-07-26 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 12,887 797 6.59 664 8.67 0.0265
2021-04-30 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,090 1,046 9.47 611 24.44 0.0270
2021-02-11 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 11,044 463 4.38 491 13.92 0.0231
2020-11-03 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,581 230 2.22 431 13.42 0.0231
2020-07-30 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,351 2,166 26.46 380 44.49 0.0230
2020-04-23 2020-03-31 13F SUN LIFE FINL COM 866796105 8,185 -1,335 -14.02 263 -39.40 0.0227
2020-02-05 2019-12-31 13F SUN LIFE FINL COM 866796105 9,520 115 1.22 434 3.09 0.0321
2019-10-16 2019-09-30 13F SUN LIFE FINL COM 866796105 9,405 4,371 86.83 421 102.40 0.0346
2019-07-31 2019-06-30 13F SUN LIFE FINL COM 866796105 5,034 662 15.14 208 23.81 0.0180
2019-05-09 2019-03-31 13F SUN LIFE FINL COM 866796105 4,372 953 27.87 168 48.67 0.0143
2019-02-13 2018-12-31 13F SUN LIFE FINL COM 866796105 3,419 1,227 55.98 113 29.89 0.0105
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 2,192 -794 -26.59 87 -27.50 0.0088
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 2,986 155 5.48 120 3.45 0.0134
2018-05-08 2018-03-31 13F SUN LIFE FINL COM 866796105 2,831 2,831 116 0.0136
2017-02-14 2016-12-31 13F SUN LIFE FINL COM 866796105 0 -925 -100.00 0 -100.00
2016-11-14 2016-09-30 13F SUN LIFE FINL COM 866796105 925 93 11.18 30 11.11 0.0044
2016-07-29 2016-06-30 13F SUN LIFE FINL COM 866796105 832 309 59.08 27 58.82 0.0039
2016-05-12 2016-03-31 13F SUN LIFE FINL COM 866796105 523 230 78.50 17 88.89 0.0029
2016-01-22 2015-12-31 13F SUN LIFE FINL COM 866796105 293 57 24.15 9 12.50 0.0017
2015-10-23 2015-09-30 13F SUN LIFE FINL COM 866796105 236 198 521.05 8 700.00 0.0018
2015-07-15 2015-06-30 13F SUN LIFE FINL COM 866796105 38 38 0.00 1 0.0002
2015-04-15 2015-03-31 13F SUN LIFE FINL COM 866796105 0 -164 -100.00 0 -100.00
2015-02-13 2014-12-31 13F SUN LIFE FINL COM 866796105 164 164 6 0.0015
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.