SEC 13F Intelligence

Northwest & Ethical Investments L.P. / SLF

Northwest & Ethical Investments L.P.’s Sun Life Financial Inc. Position

Does Northwest & Ethical Investments L.P. own Sun Life Financial Inc. (SLF)? Yes — 374.3K shares worth $23M (+0.54% of its 13F portfolio) as of Q1 2026, down from 442.8K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
374.3K
% of Portfolio
+0.54%
Quarters Held
8
currently held

Position History SLF

Reported value by quarter
Q2 ’24: $29MQ2 ’24Q3 ’24: $34MQ3 ’24Q4 ’24: $41MQ4 ’24Q1 ’25: $42MQ1 ’25Q2 ’25: $45MQ2 ’25Q3 ’25: $32MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026374.3K$23M+0.54%
Q4 2025442.8K$28M+0.62%
Q3 2025538.7K$32M+0.76%
Q2 2025670.1K$45M+1.11%
Q1 2025735.8K$42M+1.14%
Q4 2024689.0K$41M+1.11%
Q3 2024589.3K$34M+0.90%
Q2 2024601.2K$29M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest & Ethical Investments L.P.’s full portfolio or all institutional holders of SLF.