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.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership14,192 shares
Latest Disclosed Value $ 887,851
Us Bancorp \de\ reports 4.02% increase in ownership of SLF / Sun Life Financial Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 14,192 shares of Sun Life Financial Inc. (CA:SLF) valued at $1,236,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 13,643 shares of Sun Life Financial Inc.. This represents a change in shares of 4.02% during the quarter. The current value of the position is $1,439,353 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,192 549 4.02 888 4.23 0.0003
2026-01-30 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 13,643 197 1.47 851 5.45 0.0010
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,446 -1,389 -9.36 807 -18.07 0.0010
2025-07-24 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,835 -1,065 -6.70 986 8.24 0.0012
2025-05-08 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 15,900 -229 -1.42 910 -4.91 0.0012
2025-02-05 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 16,129 629 4.06 957 6.45 0.0013
2024-10-28 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 15,500 -2,777 -15.19 899 0.45 0.0012
2024-08-07 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 18,277 -2,331 -11.31 895 -20.37 0.0012
2024-05-08 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 20,608 -70 -0.34 1,125 4.85 0.0016
2024-02-09 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 20,678 4,081 24.59 1,072 32.51 0.0016
2023-11-03 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,597 -3,057 -15.55 810 -21.00 0.0013
2023-08-10 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 19,654 894 4.77 1,024 16.89 0.0016
2023-05-09 2023-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,760 196 1.06 876 1.74 0.0015
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,564 -1,952 -9.51 862 5.39 0.0015
2022-10-27 2022-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 20,516 1,669 8.86 817 -5.33 0.0017
2022-08-01 2022-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,847 -6,120 -24.51 863 -38.05 0.0017
2022-05-11 2022-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 24,967 -116 -0.46 1,393 -0.29 0.0023
2022-02-11 2021-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 25,083 328 1.32 1,397 9.74 0.0022
2021-11-10 2021-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 24,755 -545 -2.15 1,273 -2.30 0.0024
2021-08-05 2021-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 25,300 -29 -0.11 1,303 1.88 0.0024
2021-04-28 2021-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 25,329 -6,773 -21.10 1,279 -10.37 0.0026
2021-02-04 2020-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 32,102 -1,357 -4.06 1,427 4.77 0.0031
2020-11-10 2020-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 33,459 -229 -0.68 1,362 10.11 0.0033
2020-08-07 2020-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 33,688 949 2.90 1,237 17.81 0.0032
2020-05-13 2020-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 32,739 1,047 3.30 1,050 -27.29 0.0033
2020-02-04 2019-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 31,692 -556 -1.72 1,444 -0.14 0.0037
2019-11-08 2019-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 32,248 -2,341 -6.77 1,446 1.12 0.0039
2019-08-13 2019-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 34,589 972 2.89 1,430 10.77 0.0040
2019-05-08 2019-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 33,617 -2,106 -5.90 1,291 8.95 0.0037
2019-02-13 2018-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 35,723 772 2.21 1,185 -14.75 0.0038
2018-10-31 2018-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 34,951 -4,027 -10.33 1,390 -11.18 0.0040
2018-08-08 2018-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 38,978 -1,972 -4.82 1,565 -7.07 0.0048
2018-05-08 2018-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 40,950 -2,907 -6.63 1,684 -6.91 0.0052
2018-02-02 2017-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 43,857 4,054 10.19 1,809 14.13 0.0055
2017-11-13 2017-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 39,803 -3,982 -9.09 1,585 1.21 0.0051
2017-07-19 2017-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 43,785 833 1.94 1,566 -0.32 0.0052
2017-05-03 2017-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 42,952 -1,991 -4.43 1,571 -8.98 0.0054
2017-02-08 2016-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 44,943 3,276 7.86 1,726 27.29 0.0062
2016-11-04 2016-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 41,667 -785 -1.85 1,356 -2.73 0.0050
2016-08-10 2016-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 42,452 67 0.16 1,394 1.90 0.0053
2016-05-13 2016-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 42,385 -637 -1.48 1,368 1.94 0.0054
2016-02-10 2015-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 43,022 -2,872 -6.26 1,342 -9.39 0.0054
2015-11-16 2015-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 45,894 -6,408 -12.25 1,481 -15.23 0.0062
2015-08-10 2015-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 52,302 33,989 185.60 1,747 209.20 0.0068
2015-05-08 2015-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,313 -1,251 -6.39 565 -19.86 0.0022
2015-02-13 2014-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 19,564 783 4.17 705 3.52 0.0027
2014-11-14 2014-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,781 -120 -0.63 681 -1.87 0.0028
2014-08-14 2014-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 18,901 -743 -3.78 694 2.06 0.0028
2014-05-14 2014-03-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 19,644 259 1.34 680 -0.73 0.0028
2014-02-13 2013-12-31 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 19,385 -1,319 -6.37 685 3.63 0.0028
2013-11-07 2013-09-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 20,704 -325 -1.55 661 6.10 0.0029
2013-08-09 2013-06-30 13F SUN LIFE FINANCIAL COMMON STOCK 866796105 21,029 21,029 623 0.0028
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.