Significant Ownership of SUN LIFE FINANCIAL INC

Signature - Title
/s/ Randolph B. Brown - Randolph B. Brown, Authorized Signatory
Location
Toronto
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by SUN LIFE FINANCIAL INC.

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Significant Ownership of SUN LIFE FINANCIAL INC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
XFLT XAI Octagon Floating Rate & Alternative Income Trust Mandatory Redeemable Preferred Shares 65% 5,000,000 Sun Life Assurance Co of Canada 31 Oct 2025
Crescent Private Credit Income Corp Class I Shares of Common Stock, par value $0.01 per share 61% 5,874,723 Sun Life Financial Inc 02 Jun 2025
CADCX CION Ares Diversified Credit Fund Mandatory Redeemable Preferred Shares 9.2% 3,920,000 Sun Life Assurance Co of Canada 30 Jun 2025
Carlyle Tactical Private Credit Fund Mandatory Redeemable Preferred Shares 5.2% 1,560,000 Sun Life Assurance Co of Canada 30 Jun 2025

Schedules 13D/G Reported by SUN LIFE FINANCIAL INC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.