Value Partners Investments Inc.

Position in SLF — Sun Life Financial Inc

CIK 1800916 WINNIPEG, A2

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Position in SLF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$72,242,542

+$1,785,969 QoQ

Shares Held

921,226

-18.2% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

5.04%

of 13F equity value

Holder Rank

#45

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Value Partners Investments Inc. holds $75,113,779 across 2 Insurance - Diversified names. SLF ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SLF	Sun Life Financial Inc This page	921,226	$72,242,542
2	BRK-B	Berkshire Hathaway Inc	5,738	$2,871,237

All Filings in SLF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,242,542	921,226	-18.2%	Shares	Sole	2026-07-15
2026-03-31	$70,456,573	1,126,224	+0.2%	Shares	Sole	2026-04-21
2025-12-31	$70,125,868	1,123,812	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$67,181,553	1,119,133	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$74,262,526	1,117,570	-0.3%	Shares	Sole	2025-07-07
2025-03-31	$64,182,046	1,120,888	+1002.9%	Shares	Sole	2025-04-23
2024-12-31	$6,030,961	101,634	-91.1%	Shares	Sole	2025-02-13
2024-09-30	$66,264,061	1,142,090	-21.5%	Shares	Sole	2025-02-21
2024-06-30	$71,296,910	1,455,336	+4.9%	Shares	Sole	2025-02-21
2024-03-31	$75,698,748	1,386,932	-1.7%	Shares	Sole	2025-02-21
2023-12-31	$73,161,806	1,410,756	+0.3%	Shares	Sole	2024-05-02
2023-09-30	$68,670,237	1,407,177	-1.2%	Shares	Sole	2023-10-26
2023-06-30	$74,213,251	1,423,892	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$66,190,618	1,417,358	-0.9%	Shares	Sole	2023-05-01
2022-12-31	$66,379,485	1,429,976	-0.1%	Shares	Sole	2023-01-09
2022-09-30	$56,920,853	1,431,611	+11.3%	Shares	Sole	2022-10-21
2022-06-30	$58,903,643	1,285,825	+0.0%	Shares	Sole	2022-07-19
2022-03-31	$71,766,115	1,285,440	-1.5%	Shares	Sole	2022-04-14
2021-12-31	$72,655,290	1,304,638	+0.1%	Shares	Sole	2022-01-12
2021-09-30	$67,067,493	1,303,547	+0.2%	Shares	Sole	2021-10-29
2021-06-30	$67,079,310	1,301,500	+0.1%	Shares	Sole	2021-07-30
2021-03-31	$65,705,041	1,299,803	-2.0%	Shares	Sole	2021-04-30
2020-12-31	$58,974,500	1,326,462	-3.2%	Shares	Sole	2021-02-01
2020-09-30	$55,791,098	1,369,779	+31.1%	Shares	Sole	2020-11-05
2020-06-30	$38,410,989	1,045,197	+53.7%	Shares	Sole	2020-07-30
2020-03-31	$21,818,311	679,910	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.