Bank of Montreal’s Sun Life Financial SLF Stock Holding History

Bank of Montreal’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$651M	Buy	10,383,850 +50,572	+0.5%	+$3.23M	0.24%	77
2025 Q4	$645M	Buy	10,333,278 +517,007	+5%	+$31.2M	0.22%	82
2025 Q3	$589M	Sell	9,816,271 -981,548	-9%	-$59M	0.23%	83
2025 Q2	$719M	Sell	10,797,819 -492,078	-4%	-$30.2M	0.34%	60
2025 Q1	$646M	Buy	11,289,897 +411,474	+4%	+$23.5M	0.31%	65
2024 Q4	$645M	Sell	10,878,423 -3,034,143	-22%	-$179M	0.3%	68
2024 Q3	$804M	Buy	13,912,566 +1,580,175	+13%	+$82.6M	0.35%	59
2024 Q2	$604M	Buy	12,332,391 +326,024	+3%	+$16.5M	0.18%	75
2024 Q1	$656M	Buy	12,006,367 +346,897	+3%	+$18.4M	0.2%	62
2023 Q4	$605M	Sell	11,659,470 -2,065,392	-15%	-$102M	0.18%	75
2023 Q3	$693M	Buy	13,724,862 +537,232	+4%	+$26.9M	0.24%	57
2023 Q2	$688M	Sell	13,187,630 -1,469,812	-10%	-$72.2M	0.24%	56
2023 Q1	$685M	Buy	14,657,442 +2,579,691	+21%	+$124M	0.27%	50
2022 Q4	$766M	Sell	12,077,751 -96,293	-0.8%	-$4.26M	0.33%	42
2022 Q3	$526K	Sell	12,174,044 -1,387,175	-10%	-$62.2M	0.23%	61
2022 Q2	$659K	Buy	13,561,219 +789,146	+6%	+$39.3M	0.31%	55
2022 Q1	$719M	Sell	12,772,073 -1,197,329	-9%	-$65.9M	0.35%	61
2021 Q4	$787M	Sell	13,969,402 -5,096,460	-27%	-$282M	0.42%	46
2021 Q3	$992M	Sell	19,065,862 -279,542	-1%	-$14.4M	0.45%	38
2021 Q2	$999M	Buy	19,345,404 +4,957,167	+34%	+$262M	0.5%	35
2021 Q1	$736M	Buy	14,388,237 +522,465	+4%	+$25.6M	0.48%	41
2020 Q4	$654M	Sell	13,865,772 -934,282	-6%	-$40.5M	0.43%	51
2020 Q3	$618M	Buy	14,800,054 +854,497	+6%	+$34.6M	0.52%	38
2020 Q2	$502M	Sell	13,945,557 -739,570	-5%	-$25.4M	0.46%	44
2020 Q1	$453M	Sell	14,685,127 -459,942	-3%	-$19.7M	0.52%	41
2019 Q4	$690M	Buy	15,145,069 +99,352	+0.7%	+$4.47M	0.52%	34
2019 Q3	$674M	Buy	15,045,717 +4,533,199	+43%	+$189M	0.58%	32
2019 Q2	$435M	Buy	10,512,518 +304,651	+3%	+$12.2M	0.37%	54
2019 Q1	$392M	Sell	10,207,867 -244,429	-2%	-$8.97M	0.34%	60
2018 Q4	$347M	Sell	10,452,296 -2,319,160	-18%	-$83.8M	0.33%	66
2018 Q3	$508M	Buy	12,771,456 +2,129,994	+20%	+$85.2M	0.4%	50
2018 Q2	$427M	Sell	10,641,462 -2,885,258	-21%	-$119M	0.35%	53
2018 Q1	$556M	Buy	13,526,720 +875,346	+7%	+$36.9M	0.5%	39
2017 Q4	$522M	Sell	12,651,374 -723,166	-5%	-$28.8M	0.45%	43
2017 Q3	$533M	Buy	13,374,540 +603,976	+5%	+$23M	0.49%	37
2017 Q2	$457M	Sell	12,770,564 -3,398,943	-21%	-$117M	0.44%	42
2017 Q1	$591M	Sell	16,169,507 -1,800,500	-10%	-$68.4M	0.56%	31
2016 Q4	$690M	Buy	17,970,007 +587,598	+3%	+$21.3M	0.73%	23
2016 Q3	$566M	Sell	17,382,409 -334,322	-2%	-$10.8M	0.62%	29
2016 Q2	$582M	Sell	17,716,731 -337,777	-2%	-$11.3M	0.67%	28
2016 Q1	$583M	Buy	18,054,508 +1,619,183	+10%	+$47.5M	0.62%	29
2015 Q4	$513M	Sell	16,435,325 -301,995	-2%	-$9.96M	0.61%	26
2015 Q3	$540M	Sell	16,737,320 -21,980	-0.1%	-$713K	0.75%	22
2015 Q2	$560M	Sell	16,759,300 -1,180,839	-7%	-$38.9M	0.66%	27
2015 Q1	$553M	Sell	17,940,139 -3,639,068	-17%	-$116M	0.64%	24
2014 Q4	$778M	Buy	21,579,207 +306,303	+1%	+$11M	0.88%	20
2014 Q3	$772M	Sell	21,272,904 -1,574,399	-7%	-$59.2M	0.87%	20
2014 Q2	$839M	Buy	22,847,303 +406,818	+2%	+$14M	0.94%	18
2014 Q1	$777M	Buy	22,440,485 +6,395,992	+40%	+$220M	1%	17
2013 Q4	$567M	Buy	16,044,493 +810,116	+5%	+$27.6M	0.78%	26
2013 Q3	$487M	Buy	15,234,377 +2,594,475	+21%	+$82.5M	0.76%	25
2013 Q2	$374M	Buy	+12,639,902	New	+$360M	0.66%	30

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal's SLF Position: Q1 2026 in Review

Bank of Montreal increased its Sun Life Financial (SLF) stake by 0.49% in Q1 2026, buying an estimated $3.23M and bringing the position to 10,383,850 shares worth $651M. The position accounts for 0.24% of the portfolio, ranked #77.

Bank of Montreal first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $999M in Q2 2021. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Bank of Montreal held 10,383,850 shares of Sun Life Financial worth $651M as of Q1 2026.
Bank of Montreal bought 50,572 Sun Life Financial shares in Q1 2026, an estimated $3.23M.
Sun Life Financial made up 0.24% of Bank of Montreal's portfolio in Q1 2026, its #77 holding.
Bank of Montreal first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Sun Life Financial position peaked at $999M in Q2 2021.
450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.