SUN LIFE FINANCIAL INC · CUSIP 866796105 · CIK 1570253
As of 2026-06-30, QV Investors Inc. reported 487.30K SLF (shares), valued at $38.25M, or 2.94% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 5.66%; reported value increased 18.57%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.94% | 487,300 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 2.61% | 516,510 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 4.08% | 798,515 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 5.21% | 1,002,763 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 7.78% | 1,194,699 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 7.68% | 1,328,840 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 8.28% | 1,352,446 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 6.21% | 1,210,734 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 5.59% | 1,214,333 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 5.13% | 1,083,071 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 5.03% | 1,071,864 | SEC filing ↗Filed Jan 24, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.03% | 1,071,864 | $55.86M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 5.13% | 1,083,071 | $59.15M | Shares increased 1.05%; reported value increased 5.89%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 5.59% | 1,214,333 | $59.53M | Shares increased 12.12%; reported value increased 0.64%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 6.21% | 1,210,734 | $70.31M | Shares decreased 0.30%; reported value increased 18.11%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 8.28% | 1,352,446 | $80.26M | Shares increased 11.70%; reported value increased 14.16%, and weight changed +2.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 7.68% | 1,328,840 | $76.04M | Shares decreased 1.75%; reported value decreased 5.26%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 7.78% | 1,194,699 | $79.33M | Shares decreased 10.09%; reported value increased 4.33%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 5.21% | 1,002,763 | $60.23M | Shares decreased 16.07%; reported value decreased 24.08%, and weight changed -2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 4.08% | 798,515 | $49.91M | Shares decreased 20.37%; reported value decreased 17.13%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 2.61% | 516,510 | $32.26M | Shares decreased 35.32%; reported value decreased 35.38%, and weight changed -1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 2.94% | 487,300 | $38.25M | Shares decreased 5.66%; reported value increased 18.57%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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