Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
InstitutionCardinal Capital Management, Inc.
Latest Disclosed Ownership2,231,424 shares
Latest Disclosed Value $ 139,356,046
Cardinal Capital Management, Inc. reports 107.71% increase in ownership of SLF / Sun Life Financial Inc.

On April 7, 2026 - Cardinal Capital Management, Inc. filed a 13F-HR form disclosing ownership of 2,231,424 shares of Sun Life Financial Inc. (US:SLF) valued at $139,597,885 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,074,314 shares of Sun Life Financial Inc.. This represents a change in shares of 107.71% during the quarter. The current value of the position is $164,500,577 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)
2026-04-07 2026-03-31 13F Sun Life Financial COM 866796105 2,231,424 1,157,110 107.71 139,356 51.40 3.4772
2026-01-22 2025-12-31 13F Sun Life Financial COM 866796105 1,074,314 -70,910 -6.19 92,047 33.77 2.0667
2025-10-03 2025-09-30 13F Sun Life Financial COM 866796105 1,145,224 7,080 0.62 68,813 -9.11 1.9875
2025-07-11 2025-06-30 13F Sun Life Financial COM 866796105 1,138,144 9,005 0.80 75,705 17.10 2.3696
2025-04-14 2025-03-31 13F Sun Life Financial COM 866796105 1,129,139 5,785 0.51 64,651 -2.85 2.1957
2025-01-17 2024-12-31 13F Sun Life Financial COM 866796105 1,123,354 253,488 29.14 66,550 31.73 2.2615
2024-10-10 2024-09-30 13F Sun Life Financial COM 866796105 869,866 -15,380 -1.74 50,519 16.46 2.0808
2024-07-09 2024-06-30 13F Sun Life Financial COM 866796105 885,246 113,615 14.72 43,379 2.95 1.6679
2024-04-09 2024-03-31 13F Sun Life Financial COM 866796105 771,631 -13,922 -1.77 42,135 3.09 1.8710
2024-02-23 2023-12-31 13F Sun Life Financial COM 866796105 785,553 -3,490 -0.44 40,871 5.84 1.9360
2023-10-12 2023-09-30 13F Sun Life Financial COM 866796105 789,043 1,615 0.21 38,616 -5.99 2.0111
2023-07-10 2023-06-30 13F Sun Life Financial COM 866796105 787,428 7,165 0.92 41,078 12.80 2.0583
2023-04-06 2023-03-31 13F Sun Life Financial COM 866796105 780,263 -2,105 -0.27 36,417 0.26 1.9778
2023-02-03 2022-12-31 13F Sun Life Financial COM 866796105 782,368 11,040 1.43 36,323 17.49 2.0500
2022-10-07 2022-09-30 13F Sun Life Financial COM 866796105 771,328 177,230 29.83 30,917 13.59 1.8835
2022-07-13 2022-06-30 13F Sun Life Financial COM 866796105 594,098 128,630 27.63 27,219 4.62 1.5040
2022-04-12 2022-03-31 13F Sun Life Financial COM 866796105 465,468 -17,468 -3.62 26,018 -3.15 1.2654
2022-01-19 2021-12-31 13F Sun Life Financial COM 866796105 482,936 -28,133 -5.50 26,863 2.81 1.2526
2021-10-07 2021-09-30 13F Sun Life Financial COM 866796105 511,069 -36,242 -6.62 26,128 -7.33 1.4280
2021-07-09 2021-06-30 13F Sun Life Financial COM 866796105 547,311 -30,718 -5.31 28,194 -3.41 1.5244
2021-04-14 2021-03-31 13F Sun Life Financial COM 866796105 578,029 -175,225 -23.26 29,189 -12.65 1.7157
2021-01-15 2020-12-31 13F Sun Life Financial COM 866796105 753,254 -3,991 -0.53 33,417 8.38 2.0316
2020-10-13 2020-09-30 13F Sun Life Financial COM 866796105 757,245 757,245 30,833 2.2089
2020-07-08 2020-06-30 13F Sun Life Financial COM 866796105 0 -680,529 -100.00 0 -100.00
2020-04-08 2020-03-31 13F Sun Life Financial COM 866796105 680,529 -1,196,190 -63.74 21,812 -74.55 1.8141
2020-01-15 2019-12-31 13F Sun Life Financial COM 866796105 1,876,719 617,458 49.03 85,695 52.17 5.7766
2019-10-08 2019-09-30 13F Sun Life Financial COM 866796105 1,259,261 -20,969 -1.64 56,314 6.22 5.2422
2019-07-11 2019-06-30 13F Sun Life Financial COM 866796105 1,280,230 -12,235 -0.95 53,014 6.77 5.2764
2019-04-04 2019-03-31 13F Sun Life Financial COM 866796105 1,292,465 21,490 1.69 49,654 17.73 4.9658
2019-01-14 2018-12-31 13F Sun Life Financial COM 866796105 1,270,975 -30,706 -2.36 42,176 -18.43 4.9428
2018-10-05 2018-09-30 13F Sun Life Financial COM 866796105 1,301,681 18,714 1.46 51,708 0.28 4.9281
2018-07-05 2018-06-30 13F Sun Life Financial COM 866796105 1,282,967 -63,395 -4.71 51,565 -6.60 4.9842
2018-04-06 2018-03-31 13F Sun Life Financial COM 866796105 1,346,362 -11,934 -0.88 55,209 -1.93 5.1767
2018-01-18 2017-12-31 13F Sun Life Financial COM 866796105 1,358,296 -54,118 -3.83 56,295 0.35 4.7561
2017-10-06 2017-09-30 13F Sun Life Financial COM 866796105 1,412,414 21,606 1.55 56,099 12.96 5.1970
2017-07-10 2017-06-30 13F Sun Life Financial COM 866796105 1,390,808 76,537 5.82 49,664 3.67 5.0264
2017-04-06 2017-03-31 13F Sun Life Financial COM 866796105 1,314,271 -44,975 -3.31 47,907 -8.20 4.9628
2017-01-10 2016-12-31 13F Sun Life Financial COM 866796105 1,359,246 -8,452 -0.62 52,185 17.24 5.5971
2016-10-05 2016-09-30 13F Sun Life Financial COM 866796105 1,367,698 140,986 11.49 44,513 11.22 5.0308
2016-07-06 2016-06-30 13F Sun Life Financial COM 866796105 1,226,712 9,549 0.78 40,022 1.80 4.4020
2016-04-07 2016-03-31 13F Sun Life Financial COM 866796105 1,217,163 72,284 6.31 39,316 10.14 4.4420
2016-01-11 2015-12-31 13F Sun Life Financial COM 866796105 1,144,879 -419 -0.04 35,695 -3.03 4.4697
2015-10-21 2015-09-30 13F Sun Life Financial COM 866796105 1,145,298 -124,770 -9.82 36,809 -13.30 4.5212
2015-08-07 2015-06-30 13F Sun Life Financial COM 866796105 1,270,068 73,279 6.12 42,456 15.27 4.6111
2015-04-30 2015-03-31 13F Sun Life Financial COM 866796105 1,196,789 240,820 25.19 36,832 6.64 4.0593
2015-01-22 2014-12-31 13F Sun Life Financial COM 866796105 955,969 -691,477 -41.97 34,540 -42.12 3.7710
2014-10-21 2014-09-30 13F Sun Life Financial COM 866796105 1,647,446 1,600,946 3,442.89 59,680 3,188.15 4.5772
2014-07-23 2014-06-30 13F Sun Life Financial COM 866796105 46,500 -3,250 -6.53 1,815 5.34 0.7740
2014-04-23 2014-03-31 13F Sun Life Financial COM 866796105 49,750 49,750 1,723 0.8147
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.