SEC 13F Intelligence

Bank Of Nova Scotia Trust Co / LIE

Bank Of Nova Scotia Trust Co’s Sun Life Financial Inc. Position

Does Bank Of Nova Scotia Trust Co own Sun Life Financial Inc. (LIE)? Yes353.7K shares worth $22M (+1.90% of its 13F portfolio) as of Q1 2026, up from 310.3K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
353.7K
% of Portfolio
+1.90%
Quarters Held
30
currently held

Position History LIE

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $18MQ4 ’24: $19MQ4 ’24Q1 ’25: $17MQ2 ’25: $21MQ3 ’25: $19MQ4 ’25: $19MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026353.7K$22M+1.90%
Q4 2025310.3K$19M+1.68%
Q3 2025312.1K$19M+1.74%
Q2 2025310.1K$21M+2.03%
Q1 2025303.7K$17M+1.86%
Q4 2024316.2K$19M+1.98%
Q3 2024309.1K$18M+1.82%
Q2 2024300.1K$15M+1.64%
Q1 2024282.3K$15M+1.66%
Q4 2023262.5K$14M+1.53%
Q3 2023249.5K$12M+1.45%
Q2 2023225.4K$12M+1.23%
Q1 2023228.5K$11M+1.17%
Q4 2022220.7K$10M+1.11%
Q3 2022225.7K$9M+1.02%
Q2 2022218.3K$10M+1.02%
Q1 2022176.6K$10M+0.86%
Q4 2021163.7K$9M+0.79%
Q3 2021168.2K$9M+0.78%
Q2 2021177.2K$9M+0.81%
Q1 2021161.3K$8M+0.78%
Q4 2020168.5K$7M+0.78%
Q3 2020157.9K$6M+0.79%
Q2 2020159.4K$6M+0.87%
Q1 2020163.3K$5M+0.78%
Q4 2019167.5K$8M+0.87%
Q3 2019172.6K$8M+0.91%
Q2 2019178.5K$7M+0.87%
Q1 2019186.2K$7M+0.87%
Q4 2018196.8K$7M+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bank Of Nova Scotia Trust Co’s full portfolio or all institutional holders of LIE.