Insider Trading (Form 4)
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Sun Life Financial Inc. and its affiliates amended their beneficial ownership filing for Crescent Private Credit Income Corp., reflecting an internal corporate reorganization.
NYSE
Sun Life Financial Inc. files an amended report detailing the acquisition of Class I common shares of Crescent Private Credit Income Corp through its subsidiaries.
Capital raise
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4/A: Sun Life Financial Inc. Reports Amended Beneficial Ownership in Crescent Private Credit Income Corp
Sun Life Financial Inc. files an amended report regarding its beneficial ownership in Crescent Private Credit Income Corp, reflecting a transaction made pursuant to a capital commitment.
NYSE
Sun Life Financial Inc. amends its Form 4 filing to include itself as a joint filer, reporting indirect beneficial ownership of Class I common shares in Crescent Private Credit Income Corp.
Institutional Holdings (13F)
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Sun Life Financial Inc reported 47 holdings worth $2.0M for the period ended June 30, 2026.
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Sun Life Financial Inc. discloses its Q1 2026 investment holdings, including significant positions in ETFs and real estate investment trusts.
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Sun Life Financial Inc. has filed its Form 13F-HR, revealing a $1.91 billion equity portfolio as of December 31, 2025, primarily composed of ETFs and real estate investment trusts.
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Sun Life Financial Inc. has filed its Form 13F-HR, revealing institutional investment holdings totaling approximately $1.96 billion as of September 30, 2025.
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Sun Life Financial Inc. has filed its Form 13F-HR, revealing its public equity holdings totaling $1.83 million as of June 30, 2025.
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Sun Life Financial Inc.'s latest 13F filing reveals its holdings as of March 31, 2025, showcasing significant investments in various ETFs and real estate companies.
Schedule 13G - Passive Investments
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Sun Life Assurance Company of Canada and Sun Life Financial Inc. jointly reported a 65% beneficial ownership in XAI Octagon Floating Rate & Alternative Income Trust's Mandatory Redeemable Preferred Shares.
NYSE
Sun Life Financial Inc. has reorganized its beneficial ownership of Crescent Private Credit Income Corp shares, transferring holdings between subsidiaries.
NYSE
Sun Life Assurance Company of Canada and its parent, Sun Life Financial Inc., have disclosed a 5.2% beneficial ownership stake in Carlyle Tactical Private Credit Fund's Mandatory Redeemable Preferred Shares.
NYSE
Sun Life Assurance Company of Canada and Sun Life Financial Inc. jointly reported a 9.2% beneficial ownership stake in CION Ares Diversified Credit Fund's Mandatory Redeemable Preferred Shares.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, revealing its beneficial ownership of 7.3% of Sun Life Financial Inc.'s common stock as of December 31, 2024.