SLF β€” SUN LIFE FINANCIAL INC.

Ownership history in BCV Asset Management Inc.  Β·  1 quarter on record

AI Ownership Summary

BCV Asset Management Inc. reported SUN LIFE FINANCIAL INC. (SLF) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q4. The latest visible filing shows SLF at 1.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCV Asset Management Inc.'s position in SUN LIFE FINANCIAL INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLF was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BCV Asset Management Inc. held SLF β€” position size vs. price
% of Fund (quarterly)    SLF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 867,770 β€” β€” 1.93% $76.4M 2026-02-14 (Est.) $68.24

FAQ About BCV Asset Management Inc. and SLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCV Asset Management Inc. reported owning SLF?

BCV Asset Management Inc. reported SLF across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported SLF position in BCV Asset Management Inc.'s portfolio?

The largest reported portfolio weight for SLF was 1.93% in 2025 Q4.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2025 Q4, when BCV Asset Management Inc. reported 867,770 shares, equal to 1.93% of portfolio, with an estimated market value of $76.4M.

What does the chart on this SLF ownership page compare?

The chart compares BCV Asset Management Inc.'s quarterly SLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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