Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,701,928 shares
Latest Disclosed Value $ 106,461,110
Dimensional Fund Advisors Lp reports 3.86% increase in ownership of SLF / Sun Life Financial Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,701,928 shares of Sun Life Financial Inc. (US:SLF) valued at $106,472,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,638,603 shares of Sun Life Financial Inc.. This represents a change in shares of 3.86% during the quarter. The current value of the position is $125,466,132 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)
2026-05-07 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,701,928 63,325 3.86 106,461 4.11 0.0048
2026-02-12 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,638,603 -1,198 -0.07 102,254 3.89 0.0214
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,639,801 23,102 1.43 98,426 -8.37 0.0211
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,616,699 264 0.02 107,421 16.07 0.0249
2025-05-13 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,616,435 -103,220 -6.00 92,546 -9.31 0.0230
2025-02-13 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,719,655 -89,286 -4.94 102,044 -2.77 0.0245
2024-11-07 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,808,941 33,899 1.91 104,951 20.69 0.0255
2024-08-09 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,775,042 431,418 32.11 86,958 18.58 0.0227
2024-05-10 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,343,624 200,958 17.59 73,335 23.76 0.0199
2024-02-07 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,142,666 182,543 19.01 59,255 26.47 0.0173
2023-11-09 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 960,123 -281,937 -22.70 46,855 -27.62 0.0154
2023-08-09 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,242,060 -299,692 -19.44 64,733 -10.08 0.0206
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,541,752 -238,848 -13.41 71,992 87,695.12 0.0243
2023-02-09 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,780,600 78,368 4.60 83 -99.88 0.0244
2022-11-10 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,702,232 433,371 34.15 67,684 16.44 0.0260
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,268,861 313,931 32.87 58,128 9.03 0.0209
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 954,930 149,784 18.60 53,314 18.90 0.0164
2022-02-09 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 805,146 9,201 1.16 44,839 9.49 0.0136
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 795,945 -7,159 -0.89 40,951 -1.07 0.0132
2021-08-12 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 803,104 2,508 0.31 41,392 2.28 0.0131
2021-05-14 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 800,596 -104,737 -11.57 40,470 0.54 0.0134
2021-03-08 2020-12-31 13F/A-2 SUN LIFE FINANCIAL COM 866796105 905,333 -99,048 -9.86 40,251 -1.61 0.0145
2021-02-11 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 905,333 -99,048 40,251 14,536.5217
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,004,381 -102,129 -9.23 40,908 0.60 0.0173
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,106,510 -80,501 -6.78 40,664 6.75 0.0179
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 1,187,011 -141,760 -10.67 38,091 -37.09 0.0198
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 1,328,771 -67,080 -4.81 60,552 -3.19 0.0221
2019-11-12 2019-09-30 13F SUN LIFE FINL COM 866796105 1,395,851 -83,798 -5.66 62,548 2.21 0.0243
2019-08-13 2019-06-30 13F SUN LIFE FINL COM 866796105 1,479,649 -155,492 -9.51 61,198 -2.56 0.0238
2019-08-12 2019-03-31 13F/A-2 SUN LIFE FINL COM 866796105 1,635,141 41,409 2.60 62,806 18.73 0.0250
2019-05-10 2019-03-31 13F SUN LIFE FINL COM 866796105 1,635,141 41,409 62,806
2019-02-26 2018-12-31 13F/A-1 SUN LIFE FINL COM 866796105 1,593,732 5,217 0.33 52,896 -16.25 0.0240
2019-02-13 2018-12-31 13F SUN LIFE FINL COM 866796105 1,593,732 5,217 52,896
2018-11-13 2018-09-30 13F SUN LIFE FINL COM 866796105 1,588,515 8,066 0.51 63,159 -0.44 0.0240
2018-08-10 2018-06-30 13F SUN LIFE FINL COM 866796105 1,580,449 97,733 6.59 63,439 4.05 0.0253
2018-05-11 2018-03-31 13F SUN LIFE FINL COM 866796105 1,482,716 -104,631 -6.59 60,969 -6.91 0.0254
2018-02-12 2017-12-31 13F SUN LIFE FINL COM 866796105 1,587,347 644 0.04 65,494 3.66 0.0271
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 1,586,703 47,039 3.06 63,183 14.79 0.0276
2017-08-11 2017-06-30 13F SUN LIFE FINL COM 866796105 1,539,664 328,102 27.08 55,043 24.30 0.0254
2017-05-12 2017-03-31 13F SUN LIFE FINL COM 866796105 1,211,562 125,428 11.55 44,283 6.15 0.0212
2017-02-09 2016-12-31 13F SUN LIFE FINL COM 866796105 1,086,134 22,598 2.12 41,718 20.55 0.0208
2016-11-10 2016-09-30 13F SUN LIFE FINL COM 866796105 1,063,536 392,490 58.49 34,607 57.09 0.0187
2016-08-09 2016-06-30 13F SUN LIFE FINL COM 866796105 671,046 427,864 175.94 22,030 180.74 0.0127
2016-05-13 2016-03-31 13F SUN LIFE FINL COM 866796105 243,182 52,108 27.27 7,847 31.62 0.0047
2016-02-10 2015-12-31 13F SUN LIFE FINL COM 866796105 191,074 -125 -0.07 5,962 -3.34 0.0037
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 191,199 2,501 1.33 6,168 -2.14 0.0040
2015-08-14 2015-06-30 13F SUN LIFE FINL COM 866796105 188,698 116,493 161.34 6,303 183.28 0.0039
2015-05-14 2015-03-31 13F SUN LIFE FINL COM 866796105 72,205 1,837 2.61 2,225 -12.30 0.0014
2015-02-06 2014-12-31 13F SUN LIFE FINL COM 866796105 70,368 6,659 10.45 2,537 9.78 0.0017
2014-11-13 2014-09-30 13F SUN LIFE FINL COM 866796105 63,709 5,232 8.95 2,311 7.64 0.0016
2014-08-08 2014-06-30 13F SUN LIFE FINL COM 866796105 58,477 1,254 2.19 2,147 8.32 0.0015
2014-05-14 2014-03-31 13F SUN LIFE FINL COM 866796105 57,223 -7,255 -11.25 1,982 -12.99 0.0015
2014-02-12 2013-12-31 13F SUN LIFE FINL COM 866796105 64,478 -7,563 -10.50 2,278 -1.09 0.0018
2013-11-13 2013-09-30 13F SUN LIFE FINL COM 866796105 72,041 17,436 31.93 2,303 42.42 0.0020
2013-08-15 2013-06-30 13F SUN LIFE FINL COM 866796105 54,605 54,605 1,617 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.