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.
InstitutionStonebridge Capital Management Inc
Latest Disclosed Ownership5,000 shares
Latest Disclosed Value $ 312,800
Stonebridge Capital Management Inc ownership in SLF / Sun Life Financial Inc.

On April 13, 2026 - Stonebridge Capital Management Inc filed a 13F-HR form disclosing ownership of 5,000 shares of Sun Life Financial Inc. (CA:SLF) valued at $435,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 1, 2025 disclosing 5,000 shares of Sun Life Financial Inc.. The current value of the position is $507,100 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)
2026-04-13 2026-03-31 13F SUN LIFE FINL SVCS CD COM 866796105 5,000 0 0.00 313 0.1422
2025-07-01 2025-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 0 0.00 0 0.1298
2025-05-12 2025-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 0 0.00 0 0.1236
2025-01-14 2024-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 0 0.00 0 0.1216
2024-10-07 2024-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 0 0.00 0 0.1151
2024-07-09 2024-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 0 0.00 0 0.1045
2024-04-15 2024-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,000 -845 -14.46 0 0.1220
2024-03-05 2023-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 5,845 -195 -3.23 0 0.1478
2023-12-13 2023-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,040 0 0.00 0 0.1612
2023-07-06 2023-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,040 0 0.00 0 0.1467
2023-04-04 2023-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,040 0 0.00 0 -100.00 0.1355
2023-01-06 2022-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,040 -235 -3.75 0 -100.00 0.1338
2022-10-06 2022-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 249 -13.24 0.1287
2022-07-01 2022-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 287 -18.00 0.1309
2022-04-04 2022-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 350 0.29 0.1263
2022-01-05 2021-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 349 8.05 0.1214
2021-10-07 2021-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 323 0.00 0.1185
2021-07-06 2021-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 323 1.89 0.1174
2021-04-05 2021-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 317 13.62 0.1210
2021-01-06 2020-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 279 8.98 0.1154
2020-12-11 2020-09-30 13F SUN LIFE FINL SVCS COM 866796105 6,275 0 0.00 256 13.27 0.1182
2020-07-07 2020-06-30 13F SUN LIFE FINL SVCSCDA INC COM COM 866796105 6,275 0 0.00 226 12.44 0.1163
2020-05-20 2020-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 0 0.00 201 -29.72 0.1126
2020-01-02 2019-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,275 -225 -3.46 286 -1.72 0.1251
2019-10-02 2019-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 291 8.18 0.1349
2019-07-12 2019-06-30 13F SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 0.00 269 7.60 0.1060
2019-05-02 2019-03-31 13F SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 0.00 250 15.74 0.0913
2019-01-25 2018-12-31 13F/A-1 SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 0.00 216 -16.28 0.0863
2019-01-24 2018-12-31 13F SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 258
2018-10-16 2018-09-30 13F SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 0.00 258 -0.77 0.0886
2018-07-06 2018-06-30 13F SUN LIFE FINL SVCS CDA COM 866796105 6,500 0 0.00 260 -1.14 0.0931
2018-04-16 2018-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 263 -3.66 0.0963
2018-01-29 2017-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 273 5.41 0.0971
2017-11-01 2017-09-30 13F SUN LIFE FINL SVCS CD COM 866796105 6,500 0 0.00 259 11.64 0.0975
2017-07-27 2017-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 232 -2.52 0.0887
2017-04-26 2017-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 238 -4.80 0.0960
2017-01-24 2016-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 250 17.92 0.1053
2016-10-17 2016-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 212 -0.47 0.0910
2016-07-27 2016-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 213 1.43 0.0971
2016-04-12 2016-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 210 3.45 0.0899
2016-01-28 2015-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 203 -3.33 0.0858
2015-10-30 2015-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 210 -3.23 0.0944
2015-07-16 2015-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 217 8.50 0.0886
2015-04-17 2015-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 6,500 0.00 200 0.0814
2015-02-05 2014-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 0 -6,500 -100.00 0 -100.00
2014-10-30 2014-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 236 -1.26 0.0907
2014-07-16 2014-06-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 239 6.22 0.0902
2014-04-28 2014-03-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 225 -2.17 0.0933
2014-02-03 2013-12-31 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 0 0.00 230 10.58 0.0924
2013-11-04 2013-09-30 13F SUN LIFE FINL SVCS CDA INC COM COM 866796105 6,500 6,500 208 0.0943
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.