Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership21,096 shares
Latest Disclosed Value $ 1,319,788
Kestra Advisory Services, LLC reports 4.96% increase in ownership of SLF / Sun Life Financial Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 21,096 shares of Sun Life Financial Inc. (US:SLF) valued at $1,319,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,099 shares of Sun Life Financial Inc.. This represents a change in shares of 4.96% during the quarter. The current value of the position is $1,555,197 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)
2026-04-30 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 21,096 997 4.96 1,320 5.18 0.0050
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 20,099 -26 -0.13 1,254 3.81 0.0052
2025-11-14 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 20,125 -132 -0.65 1,208 -10.25 0.0055
2025-08-15 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 20,257 933 4.83 1,346 21.70 0.0066
2025-05-14 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 19,324 -280 -1.43 1,106 -4.90 0.0054
2025-02-10 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 19,604 3,211 19.59 1,163 22.29 0.0064
2024-11-13 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,393 -1,493 -8.35 951 18.28 0.0052
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 17,886 1,179 7.06 804 -11.75 0.0045
2024-05-15 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 16,707 3,007 21.95 912 28.31 0.0061
2024-02-14 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 13,700 581 4.43 710 10.94 0.0058
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,119 1,346 11.43 640 4.40 0.0063
2023-08-11 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 11,773 540 4.81 614 16.98 0.0061
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 11,233 101 0.91 525 1.55 0.0057
2023-01-31 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 11,132 -827 -6.92 517 0.0046
2022-11-01 2022-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 11,959 1,423 13.51 0 0.0051
2022-11-01 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 11,959 1,423 475 0.0051
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,536 265 2.58 0 0.0050
2022-07-20 2022-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 10,271 -271 -2.57 1 -100.00 0.0060
2022-04-26 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 10,271 -271 573 0.0060
2022-07-25 2021-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 10,542 -241 -2.23 1 -100.00 0.0059
2022-01-20 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,542 -241 587 0.0059
2022-07-25 2021-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 10,783 136 1.28 1 -100.00 0.0055
2021-10-19 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,783 136 555 0.0055
2022-07-26 2021-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 10,647 2,951 38.34 1 -100.00 0.0062
2021-07-28 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,647 2,951 549 0.0062
2022-07-27 2021-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 7,696 -1,911 -19.89 0 -100.00 0.0049
2021-05-10 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 7,696 -1,911 389 0.0049
2022-07-28 2020-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 9,607 9,466 6,713.48 0 -100.00 0.0049
2021-01-20 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 9,607 9,466 424 0.0049
2022-07-29 2020-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 141 141 368,000 0.0069
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 141 141 368 0.0069
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.