Sun Life Financial Inc - Significant Ownership

Signature - Title
/s/ Randolph B. Brown - Randolph B. Brown, Authorized Signatory
Location
Toronto, Ontario, Canada
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Sun Life Financial Inc.

Significant Ownership of Sun Life Financial Inc

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
XAI Octagon Floating Rate & Alternative Income Trust Mandatory Redeemable Preferred Shares 65% 5M Sun Life Assurance Co of Canada Oct 31, 2025
Crescent Private Credit Income Corp Class I Shares of Common Stock, par value $0.01 per share 60.7% 5.87M Sun Life Financial Inc Jun 2, 2025
CION Ares Diversified Credit Fund Mandatory Redeemable Preferred Shares 9.2% 3.92M Sun Life Assurance Co of Canada Jun 30, 2025
Carlyle Tactical Private Credit Fund Mandatory Redeemable Preferred Shares 5.2% 1.56M Sun Life Assurance Co of Canada Jun 30, 2025

Schedules 13D/G Reported by Sun Life Financial Inc:

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