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Disclosery

SUN LIFE FINANCIAL INC: EWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUN LIFE FINANCIAL INC on EWS, newest first. How the timeline and the estimate are built.

SUN LIFE FINANCIAL INC held 36,074 EWS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,074 shares
    Change vs previous 13F -1,693,895 shares

    0.05% of the 13F portfolio, value $1,068,000.

    13F-HR 0001104659-26-094558 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,729,969 shares
    Change vs previous 13F +257,364 shares

    2.77% of the 13F portfolio, value $48,817,000.

    13F-HR 0001104659-26-060809 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,472,605 shares
    Change vs previous 13F +10,446 shares

    2.13% of the 13F portfolio, value $40,511,000.

    13F-HR 0001104659-26-013960 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,462,159 shares
    Change vs previous 13F +252,559 shares

    2.11% of the 13F portfolio, value $41,438,000.

    13F-HR 0001104659-25-108855 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,209,600 shares
    Change vs previous 13F -320,500 shares

    1.72% of the 13F portfolio, value $31,425,000.

    13F-HR 0001104659-25-077368 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,530,100 shares
    Change vs previous 13F +7,500 shares

    2.3% of the 13F portfolio, value $36,355,000.

    13F-HR 0001104659-25-046220 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,522,600 shares
    Change vs previous 13F +282,700 shares

    1.86% of the 13F portfolio, value $33,269,000.

    13F-HR 0001104659-25-012323 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,239,900 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $27,464,000.

    13F-HR 0001104659-24-111143 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).