Sun Life Financial shares owned by LPL Financial
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Sun Life Financial
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All positions including Sun Life Financial held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Sun Life Financial by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 58k | 60.03 |
| 2025-06-30 | $3.6M | 55k | 66.45 |
| 2025-03-31 | $2.8M | 49k | 57.26 |
| 2024-12-31 | $5.6M | 94k | 59.34 |
| 2024-09-30 | $2.5M | 43k | 58.02 |
| 2024-06-30 | $1.9M | 40k | 48.99 |
| 2024-03-31 | $1.8M | 34k | 54.58 |
| 2023-09-30 | $1.3M | 27k | 48.80 |
| 2023-06-30 | $1.5M | 28k | 52.12 |
| 2023-03-31 | $1.2M | 25k | 46.70 |
| 2022-12-31 | $1.0M | 22k | 46.42 |
| 2022-09-30 | $803k | 20k | 39.77 |
| 2022-06-30 | $869k | 19k | 45.82 |
| 2022-03-31 | $808k | 15k | 55.84 |
| 2021-12-31 | $1.2M | 22k | 55.68 |
| 2021-09-30 | $674k | 13k | 51.47 |
| 2021-06-30 | $605k | 12k | 51.53 |
| 2021-03-31 | $596k | 12k | 50.55 |
| 2020-12-31 | $562k | 13k | 44.47 |
| 2020-09-30 | $423k | 10k | 40.72 |
| 2020-06-30 | $431k | 12k | 36.79 |
| 2020-03-31 | $311k | 9.7k | 32.07 |
| 2019-12-31 | $1.6M | 35k | 45.58 |
| 2019-09-30 | $1.6M | 35k | 44.80 |
| 2019-06-30 | $1.1M | 26k | 41.37 |
| 2019-03-31 | $945k | 25k | 38.42 |
| 2018-12-31 | $269k | 8.1k | 33.19 |
| 2018-09-30 | $659k | 17k | 39.74 |
| 2018-06-30 | $674k | 17k | 40.16 |
| 2018-03-31 | $817k | 20k | 41.12 |
| 2016-12-31 | $324k | 8.4k | 38.79 |
| 2016-03-31 | $424k | 14k | 31.49 |
| 2015-12-31 | $517k | 17k | 30.22 |
| 2015-09-30 | $281k | 8.4k | 33.36 |
| 2015-06-30 | $251k | 7.6k | 33.04 |
| 2014-12-31 | $263k | 7.3k | 36.06 |
| 2014-09-30 | $245k | 6.8k | 36.08 |
| 2014-06-30 | $269k | 7.3k | 36.77 |
| 2014-03-31 | $416k | 12k | 34.62 |
| 2013-12-31 | $604k | 17k | 35.31 |
| 2013-09-30 | $423k | 13k | 32.57 |
| 2013-06-30 | $643k | 22k | 29.64 |
| 2012-12-31 | $803k | 30k | 27.14 |
| 2012-09-30 | $741k | 32k | 23.24 |
| 2011-09-30 | $295k | 12k | 23.77 |